Alterra Advisors

10/16/2026

Thinking about how you’ll pass on your wealth? Estate tax rules don’t have to be confusion.

• Your legacy deserves clarity, not surprises.
• This guide breaks down estate tax reduction strategies tailored for Washington & beyond—so you can plan with control.

Download the Estate Tax Reduction Guide → https://alterraadvisors.com/resources/estate-tax-ebook-request/

10/15/2026

Are you preparing for life beyond ownership?
Leaving a business creates both opportunity and uncertainty.

This article explores how intention shapes the next chapter. https://alterraadvisors.com/life-after-the-business-setting-intentions-for-the-next-chapter/

Explore how business owners can gain clarity, align wealth and work, and intentionally plan for life after the business, without pressure to exit.

10/14/2026

Meet Ryan!

Ryan brings the strategy behind the scenes. From investment decisions to streamlining client plans, he helps make sure nothing falls through the cracks.

Get to know Ryan: https://alterraadvisors.com/your-team/ryan-colis/

10/13/2026

Do you really need to leave Washington State to avoid the estate tax…or is there a better way?

Learn more: https://alterraadvisors.com/should-i-leave-washington-state-to-avoid-the-estate-tax/

Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.

10/12/2026

Are market swings putting your retirement income at risk?

Early losses matter more than many people expect. This article explains why sequence of returns is so important. https://alterraadvisors.com/sequence-of-returns-why-it-matters-in-retirement/

Learn why sequence of returns risk can disrupt retirement income, and discover strategies to protect your nest egg from market downturns during withdrawal years.

10/09/2026

Ready to retire—or at least wondering if you are?

• Too many retirees ask “Have I saved enough?” but skip “What does retirement really look like?”
• This guide gives you a 6‑step workbook to clarify: what you have, what you need, and what your strategy should be.
• Picture retiring with confidence instead of stress.

Download your Retirement Readiness Guide now → https://alterraadvisors.com/resources/can-i-retire/

10/08/2026

Building wealth. Enjoying wealth. Passing wealth.

Your financial plan should be ready for each stage, not just the one you're in today. https://alterraadvisors.com/the-four-phases-every-financial-plan-must-follow/

A clear framework for building, protecting, and using wealth with purpose, so your financial plan supports your life and legacy over time.

10/07/2026

What a wonderful evening bringing our clients, friends, and team together at Hot Stove Society for a cooking experience with Tom Douglas!

We’re incredibly grateful for the relationships that make up our Alterra community. Thank you to everyone who joined us and helped make the evening so memorable. We loved celebrating with you!

10/07/2026

Meet Seth!

Seth helps turn our clients’ dreams into real, practical plans. Get to know Seth and the calm, clear guidance he brings to the Alterra team.

Get to know Seth: https://alterraadvisors.com/your-team/seth-jones/

10/06/2026

Helping adult children often comes from care and generosity.

But without clarity, support can unintentionally create stress or confusion on both sides.

The families who navigate this well tend to be clear about:
why they’re helping
what the support is meant to accomplish
and where boundaries exist

Here's a real world example of how to make those expectations clear in your family! https://alterraadvisors.com/helping-adult-children-financially/

How families can support adult children with generosity and intention—without creating dependence or undermining confidence.