Common Questions

Does Alterra have the resources to do advanced tax and wealth strategies?

Alterra is part of the nation’s leading advanced business, tax, and estate planning group, Lion Street Financial. What gives us a distinctive edge: close association with an independent nationwide network of business, estate, and tax-planning experts. This isn’t just any network. These are professionals who, like us, have been through the trenches, bringing with them unique, impactful solutions that are transformative. Together with our foundational strategies, their combined experience allows us to craft solutions that are not just effective but truly one of a kind.

Moreover, we’re not tied down by limited options or restrictive partnerships. With direct access to all major insurance and investment solutions, we ensure that our strategies are holistic, unbiased, and tailored perfectly to each client’s unique needs.

How can we be sure Alterra's strategies are reliable and won't jeopardize our clients' wealth or our reputation?

Our reputation stands on the success and satisfaction of our partners. We invest heavily in research, compliance, and continuous refinement of strategies. Aligning with Alterra means aligning with a trusted name committed to excellence and integrity.

What if we want to explore other partnerships or solutions in the future? Are we locked into a long-term commitment with Alterra?
Our goal is to be a valuable partner, not a chain that binds you. While we believe in the strength of our partnership, we offer flexibility in our arrangements, ensuring you have the room to make the best decisions for your firm at any given time.
How can we be sure Alterra does not compete with us?

Our success is based on cultivating a successful long-term partnership with you and collaborating to bring better outcomes to clients. We offer a non-compete clause in our agreements to ensure your protection, but, in the end, we believe that competing with you would short change our mutual success. We thrive when our partners thrive—together.