Alterra Advisors

Alterra Advisors is an independent wealth management firm. For successful entrepreneurs and business owners, retirees and those with legacy and big charitable goals, we’re here to serve. We provide an unparalleled client experience throughout the process — from getting you launched to coordinating everything you need along the way. Alterra Advisors is the realization of our dream to build a premier wealth management firm rooted in the Pacific Northwest. The name “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 offering firmly grounded advice and putting our clients’ goals and well-being first in everything we do. Our roots go back to 2006, and we have only grown in our steadfast commitment to our mission and values. The entire Alterra Advisors team is motivated by a shared goal: to help our clients unlock their wealth’s potential and enjoy life on their own terms. To that end, we create comprehensive, fully integrated financial action plans that nurture each individual, charity, family, business, and legacy we serve. Our clients’ success is our success. 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. We are guided by our core values: Care - We provide an unparalleled client experience because we care. Competence - We are proud to deliver knowledge, clarity, and confidence. Integrity - We do the right thing because it’s the right thing. Growth - We cultivate a culture of team excellence.

网站

https://alterraadvisors.com/

Alterra Advisors的外部链接

所属行业

金融服务

规模

11-50 人

总部

Bellevue，WA

类型

私人持股

创立

2018

领域

Financial Planning和Wealth Management