Planning, ascending, and enjoying the rewards, Alterra Advisors will be here to guide you every step of the way. Where do you see yourself in a year? In five years? What will you do in retirement? How do you envision your legacy? To create a comprehensive roadmap of your financial life we want to know what you want for yourself, your family, or your company.
We listen to your personal goals. Only then, can Alterra Advisors make informed recommendations for your financial life. Knowing you have the resources to live the way you want for the rest of your life is real wealth. Your journey starts with a plan. After reviewing your financial data, we'll discuss strategies, choices and risks.
We listen to your personal goals. Only then, can Alterra Advisors make informed recommendations for your financial life. Knowing you have the resources to live the way you want for the rest of your life is real wealth. Your journey starts with a plan. After reviewing your financial data, we'll discuss strategies, choices and risks.
Services
Our Services
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From successful entrepreneurs and business owners to retirees and those with big charitable goals, we're here to serve. And because each client is unique, we don't have pre-determined solutions. All wealth management plans are unique and personalized. Then, once it's time to put your plan into action, we collaborate closely to define a holistic strategy with a set of services appropriate to your financial needs and life goals.
Careers
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Client Portal
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Access your interactive wealth management platform through the client dashboard and gain access to important documents related to your account. If you have any questions or concerns, contact us at hello@alterradvisors.com or call us at 425.749.3300. PLEASE NOTE: The information being provided is strictly as a courtesy.
Your Journey
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Financial Planning starts with listening. Because, no one knows your needs and goals better than you. At Alterra Advisors, we ask questions to get to know you. Only then can we build a plan that will guide your vision and fulfill your goals. Creating that roadmap is then a step-by-step process that can only be accomplished through ongoing collaboration.
Why Alterra
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Alterra Advisors is the result of over a decade of collaboration. While Grant and Josh were both principals in their own financial advisory practices, they became friends and colleagues, sharing a long-term vision of the impact they could have on the lives of their clients. Over the years, they jointly crafted the client-first approach they both practiced.
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