I am new to Alterra (referred by friends) and have found them to be very upfront, honest and attentive!
December 2024
As always the professionalism, confidentiality and the guidance is 5 stars.
November 2024
Josh and team were fantastic with my wealth creating/ cash flow planning retirement strategy. I am just too busy to put any of this on my plate, better to trust the experts, go with these guys for peace of mind and results.
Alterra Advisors exists to help families use their wealth to enjoy life and provide for future generations through integrated financial planning and wealth management strategies. Through lifelong partnership, Alterra navigates important wealth decisions with our clients to ensure that the impact they intend is the impact they make.
