Unlock Your Client's Wealth Potential
As their most trusted advisor, you hold the key to unlock your client’s wealth potential.
Innovative Tax and Wealth Strategies for
Affluent Families & Business Owners
Empower your clientele with cutting-edge, tax-focused wealth management solutions tailored for affluent individuals, ensuring they maximize their wealth potential, financial security, and legacy. Set yourself apart, be their go-to forward thinking financial strategist to create a bigger impact in their lives.
Dedicated Service To
Is Alterra for Advisors for you?
We are a fit for successful Wealth Advisory, CPA, or Estate Planning firms who are:
Driven by a strong commitment to their clientele and a desire to deliver top-notch comprehensive services.
Advisors who want to the best for their client - always on the lookout for innovative expertise to differentiate their offerings and elevate their firms in a competitive landscape.
Professional advisors tired of working with unsophisticated wealth and insurance professionals with their clients, rather seeking a collaborative partner to enhance their value to the client.
Business leaders seeking to scale their business effectively, increasing revenues while carving out more personal time for themselves.
See the value of professional collaboration amongst trusted advisors to bring proactive problem-solving, and consistently seeking ways to stand out and bring the best to their clients.
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How We Work
We are your specialist to support you in creating optimal outcomes for your clients
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Fit Review
We meet with you to discuss your client case situation, objectives, problems areas, and what your and your clients desire outcome is, and collaborate on appropriate next steps.
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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.
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Case Design & Review
Our team creates initial plan designs and reviews them with you to collaborate on the ideal plans to bring to your client. Our role is to support the overall plan you have in motion with your client.
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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 options and ultimately make a confident decision.
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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 place, we’ll be with you every step of the way. We have ongoing reviews to update the strategy and keep everything on track.
Two ways to partner with Alterra
Trusted Resource Model
For the firm who wants a trusted resource to collaborate with them to bring more value to their client and ensure these important plan areas are done right while preferring to maintain autonomy.
Strategic Partner Model
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For the firm who wants to scale the revenue of their firm without adding more hours worked. We 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