Why Alterra

Sound financial advice depends on the quality of our relationship

Alterra Advisors’ Story

Alterra Advisors is the result of over a decade of collaboration. While our founding advisors were principals in their own financial advisory practices, they jointly crafted their client-first approach. As the team grew, founding Alterra Advisors formalized these shared views in partnership.

Alterra Advisors is the realization of our dream to build a premier wealth management firm rooted in Pacific Northwest, “Alterra” was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects our philosophy of firmly grounded advice and putting our clients first in everything we do.

The entire Alterra Advisors team is motivated by helping others reach their goals. We achieve that aim by building financial action plans that nurture each client, charity, family, business or legacy we serve. Client success is our success.

Our Philosophy

For most people, finances are very personal. So, wealth management must be built on trust, open communication and honest advice. Trust only grows by establishing a genuine relationship – a core value that shapes how we relate to our clients. Building on this foundation, we offer a comprehensive, independent financial planning process, rather than applying any pre-packaged solution or product-based approach. We believe this combination is the best path to financial clarity and security. Alterra Advisors exists to provide that path for our clients throughout their life journey.

Our Mission

Our mission is to provide exceptionally coordinated financial planning and wealth management. Alterra Advisors strives to give our clients the peace of mind that comes as they plan for and meet their financial needs and life’s goals. Our success is defined by each and every client who comes to feel we are not just their trusted advisor, but also part of their extended family.