My Financial Advisor Won’t Answer This Question
A few years ago, we were approached by a new client with two questions...
My Financial Advisor Won’t Answer This Question
Financial Advisors
The Best Way to Build Wealth
The Best Way to Build Wealth
What’s the best way to build wealth? The answer is…there is no single BEST way to build wealth. We think the right question is: What is the best way to build wealth for you? This question requires a process, a method to find your ideal mix of strategies.
Why You Need a Plan, Not Just a Portfolio
Why You Need a Plan, Not Just a Portfolio
“Should I make a change to my investment portfolio? What would you do...
Advisor Advantage: the Value of Wealth Management
Advisor Advantage: the Value of Wealth Management
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.
6 Tips for Better Financial Conversations with Aging Parents
6 Tips for Better Financial Conversations with Aging Parents
If you worry about aging parents, you’re not alone. Worldwide, the...
2021 Wins and Milestones + Some of Our Favorite Books
2021 Wins and Milestones + Some of Our Favorite Books
Another year in the books! While our world hasn’t returned to the pre-pandemic normal that many of us long for, we’re all adjusting to the “new normal” as best we can. Thankfully, our Alterra team has been able to get some of our favorite moments back, including in-person meetings and the privilege of hosting many of you in our office for the first time in more than a year!
What Is a CFP® and Why Should You Care?
What Is a CFP® and Why Should You Care?
With titles like financial advisor, financial planner, wealth advisor,...
6 Questions to Ask a Financial Advisor
6 Questions to Ask a Financial Advisor
Retirement planning, saving for your child’s education, finding the...