Alterra Video Library
Your Financial Advocate
Everyone needs an advocate, a primary financial advisor. This video encompasses what your primary advisor should be doing for you.
Who We Are
Financial expertise and ability helps you get "from here to there." We will not only provide the expertise and ability, we will also provide the tools to allow you to monitor your results.
What’s In A Number?
What is in a number? Financial planning keeps you organized and in the know. Those who are in the know fare better than those that aren't.
Our CPA Alliance Program
As a CPA you are your clients primary trusted advisor. We can help you enhance that relationship with your clients.
Business Owners Need to Plan
Business owners are a unique breed of people. They not only need to plan for accumulation and protection of wealth, they also need to plan for the succession of their business.
Internet Security for Alterra’s Wealth Management System
Is your information secure? This video describes the strength of Alterra's online security built into their Wealth Management System.