Unlock Your Client's Wealth Potential

As their most trusted advisor, you hold the key to unlock your client’s wealth potential.

Dedicated Service To

CPAs & Estate Attorneys

Expand your impact as their 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

Wealth Advisors & Family Office CIO

Expand your impact as their 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

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.

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


“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.”


“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.”


“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…”


“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.”


“…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…”


“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…”


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


“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.”


“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.”


How We Work

We are your specialist to support you in creating optimal outcomes for your clients

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.

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.

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.

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.

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

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