Alterra Advisors

Zach is amazing, but honestly so is his whole team. Everyone is very responsive whenever I need to connect and the whole team is on the same page with our investments and strategy. Zach and his associates always take ample time to give us a thorough understands of what we are doing and why. I know he has our best interests in mind. I recommend him to all my friends.
Apr 2nd, 2024

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.
Mar 12th, 2024

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.
Nov 13th, 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.
Jun 22nd, 2023

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.
Jun 8th, 2023