What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.
With a clear intent and a tactful approach, you can make a good introduction to a friend or family member...stress-free!
A first meeting – or “first date” – with a professional like a financial advisor can be uncomfortable. Believe it or not, it can feel just as uncomfortable for the professional. But it doesn't have to be! Our Alterra Fit Interview creates an open, comfortable, productive first discussion and enables us to discover together if we're a good fit and your best next steps - whether with or without us!
With titles like financial advisor, financial planner, wealth advisor,...
Retirement planning, saving for your child’s education, finding the...
