Financial Advisors
Bellevue, WA
Alterra Advisors is a Bellevue-based wealth management firm specializing in retirement planning, investment management, and comprehensive financial guidance for individuals and business owners. The team takes a holistic approach to financial planning, helping clients organize their assets, understand their readiness for retirement, and develop strategies aligned with their long-term goals and legacy aspirations. They address complex financial situations including estate tax planning for Washington residents, required minimum distributions, and personal and business financial scenarios.
Ideal for: Pre-retirees and recent retirees, high-net-worth individuals, business owners, Washington residents concerned with estate tax planning
Service area: Bellevue and greater Seattle metropolitan area, Washington
Holistic Financial Approach: Alterra takes time to understand clients' short and long-term goals, mapping out current financial health and providing integrated strategies to ensure clients are on track to meet their objectives.
Fiduciary Focus: Clients consistently report that Alterra prioritizes their needs ahead of fees, demonstrating a commitment to acting in clients' best interests—a rarity in financial services.
Experienced Team with Deep Expertise: The firm handles complex scenarios including personal and business financial planning, estate tax strategies specific to Washington state, and multi-decade client relationships built on trust and integrity.
Address: 500 108th Ave NE Unit 1700, Bellevue, WA 98004
Phone: (425) 749-3300
Website: alterraadvisors.com
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