Alterra Advisors

6 Tips for Better Financial Conversations with Aging Parents

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?

6 Questions to Ask a Financial Advisor