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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
What Being an Inc. Best Workplace Says About Our Culture
At Alterra Advisors, we’re proud to share that we’ve been recognized on the Inc. Best Workplaces 2025 list. This national recognition means more than just a badge—it reflects our belief that great planning starts with a great team culture. But why does this matter...
How the Watkins Family Built a Legacy with Clarity & Confidence
For Eleanor and Jim Watkins, retirement wasn’t just about stepping away from work—it was about stepping into a new role as grandparents, mentors, and legacy builders. They had worked hard, saved diligently, and supported their family every step of the way. With...
Staying the Course: How Time Can Turn Volatility into Growth
If you’ve been a long-term investor, you’ve likely experienced the ups and downs that come with the territory. The phrase, "stay the course" is something you've liked heard countless times. Markets rise, they fall, and over the years, patterns emerge. Yet even with...
Why Home and Auto Insurance Rates are Rising—and What You Can Do About It
If your home or auto insurance premiums have jumped recently, you're not imagining it—rising insurance rates are affecting families across Washington and beyond. Because changes like this impact your overall financial picture, we’ve partnered with insurance expert...
Tariffs, Turbulence, and Protecting Your Portfolio with Senior Portfolio Manager Russ Martin
With new tariffs in place and market volatility on the rise, many people are asking: What does this mean for my portfolio and long-term plan? https://youtu.be/7eaCmzkDSd8 In this timely conversation, Josh Whelan sat down with Russ Martin, Senior Portfolio Manager...