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December 2023 by Samira Davis
My husband and I have been using Alterra Advisors in Bellevue for our financial investment needs for the last 5 or so years. At first our retirement planning and management of investments seemed like a daunting task, but they have managed to no not only ease this processes for us, they have educated us along the way. 'Teach a man to fish' so to speak. We highly recommend Altera Advisors for your comprehensive fiduciary needs.
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July 2023 by Dorothy Casavant
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.
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June 2023 by Jennifer Hanna
Alterra has been an amazing financial planning firm to work with. I have been working with them since from the very beginning of my career as a physician and they have helped my husband and I every step of the way to make great decisions. They are also extremely responsive to emails and questions that come up. And they never make me feel like I'm being talked down to when it comes to basic questions about choices. I am extremely happy with how I've been advised and from just a practical standpoint, they have done well with how they managed my money, appropriately assessing my risk and investing that money appropriately. I would recommend them to anyone that was looking for a financial planner.
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June 2023 by nathan vogel
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.
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June 2023 by Annie Knudson
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.
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June 2023 by Laura Thompson
I have worked for almost 10 years with Zach and his team at Altera Advisors, from our initial consultation to the ongoing support he provided, his expertise and professionalism were evident throughout the entire process. Zach took the time to understand my husband's and I unique financial goals and concerns, and then developed a personalized plan that addressed all of them. His in-depth knowledge of the financial landscape, coupled with his ability to explain complex concepts in a clear and concise manner, made us feel confident and empowered to make informed decisions about my finances.Zach and his team go above and beyond in delivering exceptional service making you feel comfortable and confident in decisions. The attention to detail, responsiveness, and genuine care for their clients' well-being sets them apart.
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March 2023 by Howard Dierking
We've worked with Alterra for what is coming up on a decade now and have always appreciated their diligence, thoughtfulness, and calm in the face of the rollercoaster of life - whether that looks like the externalities of the market or the craziness of family life. Highly recommend.
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February 2023 by Isaac Hoag
I have been working with Alterra Advisors for the past 10 years. I can't say enough good things about them. They take time to understand your short and long term goals, map out your current financial health, and provide a holistic approach to ensure you're on track to meet your goals. Not only have they provided incredible guidance for me personally, but I referred my parents and my sister so they can support an even more holistic approach to multi-generational estate planning. There is no way we could have come up with a multi-generational plan without their support. Set up an appointment with them. You won't be disappointed.
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February 2023 by Sierra Storm ND
I have been working with Josh Whelan for almost 10 years now. I had the spectacular luck of meeting him in a business professionals group at the very beginning of my medical career. I entered the business world with very little financial education -- he taught me the nuts and bolts of saving and investing and has helped me scale these practices as my business has grown 6 fold. Without Josh and Alterra I probably would have only a very rudimentary strategy for saving, versus the very personalized, effective, thoughtful, and intentional plan I now have for myself, my business, and my future. I credit a huge degree of my confidence in my financial future and my lack of financial worry and stress -- even in uncertain times -- to the work we have done together and the way Josh provides real time information on best practices and how to think about money. I am SO deeply grateful for this and cannot recommend Josh and Alterra highly enough if you're looking to create a financial future that feels stable, intentional, and also has an eye on how you can leverage your investments to serve your family, community, and causes dearest to you. Thank you, Josh, you're freaking incredible!
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February 2023 by Kent Monson
The team at Alterra is very professional. They cater to each individual needs with the tools they devised within their group. They provide financial avenues that others in the industry don’t provide.
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February 2023 by David FitzPatrick
Grant, Mallory, Ryan, Nikki, Amber and the rest of the Alterra Advisors team are the consummate professionals whom all possess a high level of integrity, wisdom, and competency.Beyond the trust we have for Alterra with our financial and estate needs, we truly feel like family with our advisors. On our recent annual update, we were warmly greeted with respect and enthusiasm. And the cookies were so good!Seriously, we are 100% comfortable and beyond satisfied with the advice we received over the last 12 years. Because of their guidance, we were able to retire early, and we exceeded our targets for retirement and beyond.The Alterra team always make themselves available and always return calls within a day or sooner. We appreciate them all very much!
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February 2023 by Jason Monson
Grant and the team at Alterra Advisors are knowledgeable, friendly and provide professional timely service. Alterra cares about their clients and seeks to understand each person’s individual needs to create customized financial solutions. Alterra is not selling a product, but rather a comprehensive financial strategic plan to meet your goals. Their hard work hard, dedication and financial resources/ tools are superior in the wealth management industry.
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February 2023 by Maureen Milchem
The best decision I have ever made financially was to contact Grant Monson. In the approximately 11 years I have been a client, I have felt I was in the hands of the most caring and trustworthy group of people, who treat me more as a friend than just someone whose finances they manage. They are available always to answer my questions, reassure me, and give me peace of mind. Grant and his co-workers are very professional, and very knowledgeable, and I am so thankful to be associated with Alterra Advisors.
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February 2023 by Ryan Cissell
We’ve been with Altera Advisors for several years now. Grant, Mallory, and the team have been instrumental in helping us reach our financial goals with expert advice, transparency, and a personalized approach. Their dedication is unmatched, and we feel confident in their guidance. I highly recommend them to anyone seeking a trusted financial partner.
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February 2023 by Ryan Joswick
I have worked with Grant Monson for over a decade now. He is professional, respectful, and very knowledgeable. He provides good insight and guidance around investment and tax strategies. I believe Grant, and his team at Alterra, have a high of level integrity and they care deeply about their clients. If there is a mistake made, they own it, and correct it. They follow up and follow through on what they commit to completing.
