Sign up for Our Newsletter
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
What are Trump Accounts? A Quick Guide for Parents and Grandparents
Trump Accounts, a new type of retirement account for children created it in 2025, are starting to roll out this year. Here's a quick rundown of what parents should know. What is a Trump Account? A new type of traditional IRA, established for a child. The child owns...
What 5 Business Owners Wish They’d Known Before They Sold
Going into this project, I expected to write a story about loss. When you've spent fifteen, twenty, or thirty years building a business, the assumption is that selling will hit hard. You lose the identity, the adrenaline, and the daily rhythm all at once. I thought...
Making the Most of What You Give
Many families we talk to are already generous. They give consistently. They support causes they care about. And if anything, they wish they could do more. But when you sell an investment before giving, wait too long to plan around a major event, or rely on cash...
What If Market Volatility Could Actually Help Your Retirement Plan?
If you’re retired, market volatility does not feel like an opportunity. It feels like something to avoid. You’ve spent decades building your wealth. Now that it is supporting your lifestyle, it’s no longer just about growth. It’s about stability, income, and feeling...
The Solo Business Owner’s Path Toward Financial Independence
If you are a solo business owner, you probably don’t have a large team or a board room full of partners. It’s just you driving everything forward, and many solopreneurs love that independence. It’s part of what makes the business work. But it also creates a challenge...