For as long as I've been with Alterra, my financial advisors have not only handled my account with superior professionalism, they have also shown an interest in who I am as a person. It gives me confidence and peace in my financial future knowing that my advisors see me as more than just a client.
July 2023
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
Alterra was highly recommended to me and I haven’t regretted to go with them. Excellent service, always available, great advice and outcomes. Real people, not a large corporation experience.
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.
