Alterra Advisors

Alterra Advisors for CPAs & Estate Attorneys

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

Expand Your Impact as Their Trusted Advisor

  • RHelp them establish their optimal legacy plan
  • RIntegrate their finances with holistic financial plans to align their overall wealth with their goals
  • RBring strategy for the continuity of their business
  • RCreate unique tax shelters to significantly enhance their wealth preservation

Integrated Financial Planning

Be a part of the most important conversation with your clients – where they want to go, what’s important to them and why. You be the lead, we’ll do the work.  Our financial planning process will simplify the complex financial landscape for your clients, enabling them to visualize the impact of various strategies and make informed, confident decisions about their financial future. This clarity fosters a deeper trust and reliance on your services and enhances your role as a pivotal advisor in their financial journey.

Advanced Life Insurance Design—For Business, Tax, and Estate planning

Offer your clients a unique avenue to preserve their wealth through tax-efficient life insurance solutions, positioning them for long-term financial growth and legacy planning. Through Alterra and our nationwide resource Lion Street, leverage our expertise in advanced architecture of life insurance for tax, business, and estate planning. From tax reducing trust strategies, to charitable, to the premium finance strategies – you have a deep bench of experts at your service. As their trusted advisor, you are fostering some of the most impactful conversations and outcomes created for your client, and shaping your clients’ family legacies.

Business Planning

  • Provide business succession planning and buy-sell agreement funding designs to ensures the stability and continuity of your clients’ businesses in unforeseen circumstances, safeguarding their life’s work and providing peace of mind for their families and their business partners.
  • Executive Compensation plan designs to attract and retain top executive talent by designing competitive compensation packages, boosting your clients’ business growth and key talent. These plans directly help clients and key team members experience a substantial increase in their net wealth and lifestyle.
  • Create unique wealth tax shelters to for wealth preservation, significantly reducing tax liabilities and maximizing your clients’ financial legacy, leading to more efficient wealth accumulation and protection.

Investment Management

Provide your clients with expertly managed investment portfolios, tailored to align with their individual financial goals and risk tolerance. This professional management helps optimize their investments, ensures a balanced and diversified portfolio, and gives them the confidence that their investments are being handled by knowledgeable experts. As a result, your clients can focus more on their personal and professional lives, secure in the knowledge that their investments are in capable hands.

A Trusted Resource with a deep bench of resources to help you better serve your client

Gain a competitive edge with the backing of a knowledgeable partner in Alterra, ensuring that your clients receive top-tier advice and solutions, boosting their satisfaction and trust in your services and ultimately enhancing your value to your client. Leverage our deep bench of expertise for sophisticated planning with our firm behind the firm, Lion Street to gain access to the leading tax strategies, sophisticated life insurnace and wealth planning solutions.  Learn more about Lion Street https://lionstreet.com/

Your Collaborative Partner a Phone Call Away

We are here to assist you in bringing the best ideas to your client.

Enjoy the convenience and confidence of prompt assistance, ensuring you’re always equipped with innovative solutions and strategies to exceed your clients’ expectations.

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.”

—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

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 education and overview of the plan with your client in clear, simple approach to make it easy for them to see impacts 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

Explore Partnering With Alterra