Alterra Advisors

Strategic Partnerships to Unlock Your Clients’ Wealth Potential

Empower your clientele with cutting-edge wealth management solutions.

Who We Partner With

CPAs & Estate Attorneys

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Expand your impact as your clients’ trusted advisor.

  • Help them establish their optimal legacy plan
  • Bring strategy for the continuity of their business
  • Create unique tax shelters to significantly enhance their wealth preservation
  • Integrate their finances with holistic financial plans to align their overall wealth with their goals
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Wealth Advisors & Family Office CIO

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Expand your impact as your clients’ trusted advisor.

  • Help them establish their optimal legacy plan
  • Bring strategy for the continuity of their business
  • Create unique tax shelters to significantly enhance their wealth preservation
Learn More

Is Alterra for Advisors for you?

We are a fit for successful Wealth Advisory, CPA, and Estate Planning firms who are:

Driven by a strong commitment to be the best for their clientele and deliver top-notch comprehensive services.

Seeking innovative expertise to differentiate their offerings and elevate their firms in a competitive landscape.

Tired of working with unsophisticated wealth and insurance professionals and wanting to establish an effective partnership.

Ready to scale their business and increase revenues while carving out more personal time for themselves.

See the value of professional collaboration for proactive problem-solving and bringing the best to their clients.

“Can’t say enough about Alterra! Wow! Every person at Alterra Advisors has the same values of integrity in dealing with my concerns.”

—Flo

“I have been so pleased with the professionalism, friendly staff and knowledge that Alterra provides. I always feel that they are working hard to protect and invest my money wisely.”

—Brian

“I have been so grateful for the guidance we have received from Alterra and fully trust this team to make beneficial decisions on our behalf.”

—Nancy

“In the approximately 11 years I have been a client, I have felt I was in the hands of the most caring and trustworthy group of people…”

—Maureen

“Alterra has been guiding us through a new and complex financial chapter in our lives. I deeply believe they put our needs ahead of their fees. That’s a rare find in the financial services sector.”

—Leah

“…we can count on them to help us make financial decisions that are right for our family. Alterra has given us peace of mind knowing we will be able to live comfortably…”

—Pamela

“Every person, without exception, has been responsive to our needs, diligent in communication, and responsible stewards of our finances. We have utmost trust in their recommendations…”

—Barb

“Alterra Advisors are very, very good at what they do. They have expertly helped us with our personal and business scenarios.”

—Gary

“Alterra Advisors are absolutely the best. I have been with this group for several years and would not be where I am today without their guidance and help.”

—Brenda

“They take time to understand your short and long term goals, map out your current financial health, and provide a holistic approach to ensure you’re on track to meet your goals.”

—Isaac

“Can’t say enough about Alterra! Wow! Every person at Alterra Advisors has the same values of integrity in dealing with my concerns.”

—Flo

“I have been so pleased with the professionalism, friendly staff and knowledge that Alterra provides. I always feel that they are working hard to protect and invest my money wisely.”

—Brian

“I have been so grateful for the guidance we have received from Alterra and fully trust this team to make beneficial decisions on our behalf.”

—Nancy

“In the approximately 11 years I have been a client, I have felt I was in the hands of the most caring and trustworthy group of people…”

—Maureen

“Alterra has been guiding us through a new and complex financial chapter in our lives. I deeply believe they put our needs ahead of their fees. That’s a rare find in the financial services sector.”

—Leah

“…we can count on them to help us make financial decisions that are right for our family. Alterra has given us peace of mind knowing we will be able to live comfortably…”

—Pamela

“Every person, without exception, has been responsive to our needs, diligent in communication, and responsible stewards of our finances. We have utmost trust in their recommendations…”

—Barb

“Alterra Advisors are very, very good at what they do. They have expertly helped us with our personal and business scenarios.”

—Gary

“Alterra Advisors are absolutely the best. I have been with this group for several years and would not be where I am today without their guidance and help.”

—Brenda

“They take time to understand your short and long term goals, map out your current financial health, and provide a holistic approach to ensure you’re on track to meet your goals.”

—Isaac

How We Work

As your wealth management specialists, we support you in creating optimal outcomes for your clients.

Fit Review

We meet with you to discuss your client case situation, objectives, problem areas, and what you and your client’s desired outcome is. Then we collaborate on appropriate next steps.

Client Discovery

Together, we meet with your client to listen to their thoughts, understand their objectives, and gather necessary information to help design the planning. Our role is to support the overall plan you have in motion with your client.

Case Design & Review

Our team creates initial plan designs and reviews them with you to collaborate on the ideal action plan to bring to your client.

Plan Education & Overview

Together, we provide your client with education and an overview of the plan in clear, simple language to make it easy for them to see the impact of available options and make a confident decision.

Implementation & Monitor/Review

Once approved, we do all the heavy lifting—meaning we manage the entire process and coordinate everything to put the plan in place. Once the plan is in motion, we’ll be with you every step of the way with ongoing reviews to update the strategy as needed and keep everything on track.

Two Ways to Partner with Alterra

Strategic Partner Model


For the firm who wants to scale their firm’s revenue without adding more hours worked. Our strategic partnerships offer a collaborative fee-sharing model that creates a unified approach and a win-win outcome for you and your clientele.

*Fee collaboration is subject to proper licensing and registration

Trusted Resource Model

For the firm who wants a trusted resource to collaborate with them while preferring to maintain their autonomy in the process. Our Trusted Resource partnerships model enables you to bring more value to your client and ensure critical plan areas are done right.

Explore Partnering With Alterra