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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

Do I Need a Family Foundation?

Should I set up a Family Foundation? Is this the right structure to help future generations of my family make a positive impact on the world? If you’ve worked hard, been successful, and built significant wealth, you likely want to pass on opportunity and values to...

How Much Will Healthcare Cost in Retirement?

You’ve dreamed big, planned carefully, invested well, and you’re ready to enjoy life in retirement! Then the looming questions come, putting a damper on your enthusiasm: what about healthcare? How much will insurance cost? What about unexpected hospital stays? What...

What’s in the Inflation Reduction Act of 2022?

President Biden signed the Inflation Reduction Act of 2022 into law on August 16 and includes notable changes to corporate taxes, Medicare prescription drug prices, and tax credits for clean energy and electric vehicles. Forbes notes that, because many of the...

I’m retired…why has my portfolio been so volatile?

The headlines have recently been full of news about inflation, high interest rates, the risk of inflation…all causing big swings in the market. If you’re retired, volatility is concerning, but chances are you’re a moderate investor generally shielded from the full...

5 Strategies to Reduce
Your Estate Taxes in Washington State

In this eBook you will learn 5 key strategies to reduce your estate taxes and increase the impact of your wealth for your family and the causes you care about.

You’ll learn ways to:

  • Fully utilize your estate tax exemptions
  • Use gifts to reduce your taxable estate
  • Move assets out of your estate and maintain your income
  • Protect highly appreciated assets without losing access to them
  • Make your trust last for generations

Taxes are just one component in a comprehensive estate plan, but if you want to reduce taxes and increase your impact, this free e-book is for you!

When you fill out this form, we’ll send you a copy the e-book and follow up with additional valuable resources. We view this as a conversation that you can leave any time. And, like any conversation, we invite you to reach out if you’d like to further discuss your situation.

All the best,

Josh Whelan

CFP, CLU, ChFC | Financial Advisor, Partner

Phone: 425.749.3300

Download the Free E-Book!

We make a living by what we get, but we make a life by what we give.
— Winston Churchill

People acting together as a group can accomplish things which no individual acting alone could ever hope to bring about.
—Franklin D. Roosevelt

Wealth is the ability to fully experience life.
—Henry David Thoreau

The greatest wealth is to live content.

It is not how much we have, but how much we enjoy, that makes happiness.
—Charles Spurgeon