We always have an annual review which is person to person at our request and when Grant leaves our home, I feel good and reassured that all is well. Grant is great in his presentations.
June 2023
Josh Whelan and their rest of the Alterra Advisors team have been amazing! They are experts in the latest economic factors to make long term strategic investments for myself and our family. I highly recommend them and appreciate all they have done to help guide us is in a winning investment formula for our future.
June 2023
My husband and I have been clients of Josh Whelan's for 10+ years now. We truly feel that not only does he have our best interest at heart, but he treats us like family. He is smart and we trust his expertise when it comes to our family's finances. He is highly recommended.
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.
