• Pursue Life’s Pleasures
  • Embrace Life
  • Manage Your Legacy
  • A Future of Fulfillment
  • Developing the Bigger Picture
  • Beyond a Financial Relationship

Let Us Help You Reach Higher Ground.

  1. 1
    Debt Management
    The single largest threat to anyone’s overall financial health and well being is the mismanagement of their debt. There is good debt and there is bad debt. The key is to manage it accordingly and eliminate it whenever possible.

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  2. 2
    Education Planning
    Meeting the costs of higher education is a concern for many of our clients. We can work with you to help develop a realistic estimate of what those costs might be. We can then subsequently develop an investment program that may help you meet those costs.

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  3. 3
    Estate Planning
    Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes while providing for your family and leaving a legacy for the future.

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  4. 4
    Investment Management
    At Alterra Wealth Management we believe that superior portfolio management requires a comprehensive understanding of risk, market exposure, and the dynamics of portfolio construction.

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  5. 5
    Retirement Planning
    Whether retirement is in the near future or a long way off, we can offer ways to help you maximize your savings to achieve your goals. We will evaluate and assess your existing retirement accounts, if any, and provide advice to maximize income from those accounts upon retirement.

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  6. 6
    Risk Management Planning
    Our risk management team will evaluate your non-financial risks such as umbrella coverage, long-term care coverage, life coverage, and medical coverage to be sure the unexpected does not put a halt on your future retirement.

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  7. 7
    Small Business Planning
    Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation, and business buy-sell/continuity strategies.

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  8. 8
    Tax Planning
    Our tax planning team will prepare your tax return, provide proactive tax planning or work with your existing tax advisor to develop and implement strategies, allowing you to pay less in income taxes.

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  9. 9
    Trust Services
    We provide access to comprehensive trust services customized to meet your individual needs through a trust company known as Pennsylvania Trust.

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  10. 10
    Wealth Management
    This is where our specialists in tax, asset allocation, investment research and estate distribution develop a comprehensive accumulation and preservation plan that best meets your needs and goals.

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Our Mission

Our mission is to teach you how to make the right decisions for your financial health and longevity. Professional guidance and recommendations, comprehensive reports, and successful implementation strategies are all benefits you will enjoy when you partner with Alterra. This alliance entitles you access to industry professionals, educational workshops, and a variety of social events for the whole family.

Come work with Alterra Wealth Management where we strive to enhance our clients’ quality of life through our values-based planning services and free your mind to enjoy the things that are important to you.

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