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Our Mission
Our mission is to provide exceptionally coordinated financial planning and wealth management. Alterra Advisors strives to give our clients the peace of mind that comes as they plan for and meet their financial needs and life’s goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family.
Recent Posts
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Losing a spouse or family member is one of the most challenging experiences one can face. When that person was also the one who managed your family's finances, the loss can feel even more overwhelming. As advisors, we’ve navigated these situations many times. Each...
Understanding 1031 Exchanges & Deleware Statutory Trusts (DST)
You own and manage a portfolio of rentals or perhaps a few office buildings. You like the income but you’re tired of dealing with tenants and toilets and would love to retire. The problem? You rely on the income and would face a massive tax bill if you cashed out....
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
As a business owner, planning for the future of your company is as critical as managing its day-to-day operations. One of the most significant decisions you'll face is how to ensure a smooth and successful transition when you're ready to step back from your role....
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Does the market care about presidential elections? Should you move to safety until the results are in? We asked Russell Martin, Senior Portfolio Manager at City National Rochdale, to weigh in on this question. Here’s what he had to say! https://youtu.be/rzVeHa4ab_w...
20 Minutes on the Market for Q3, 2024
Hello! In this quarter's 20 Minutes on the Market, we take a look into causes and effects from a volatile last week in the market and update three continuing market and economic themes: What caused the recent stock market volatility? What’s happening with...