Let Us Help You Reach Higher Ground.
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1Debt ManagementThe 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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2Education PlanningMeeting 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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3Estate PlanningEstablishing 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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4Retirement PlanningWhether 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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5Risk Management PlanningOur 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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6Small Business PlanningOur 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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7Tax PlanningOur 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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8Trust ServicesWe provide access to comprehensive trust services customized to meet your individual needs through a trust company known as Pennsylvania Trust.
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9Wealth ManagementThis 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.
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.