Sound Financial Advice Depends on the Quality of Our Relationship

Our Vision

Building wealth to help our clients and community experience the life they’ve always imagined.

Our Mission

Through lifelong partnership, we empower our clients to use their wealth to enjoy life, provide for loved ones, and impact causes they care about—today and for generations to come.

Our Core Values

Wow Experience

We give world class service in everything we do.

Trusted Advocate

We put others first. Every time.

Innovative Expertise

We bring leading edge solutions to every plan.

The Alterra Advisors Story

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.

With roots going back to 2006, 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.