Get a true money concierge—real human expertise powered by best-in-class tech to connect every account, goal and plan in one place
Money doesn't exist in a vacuum, and neither do our strategies. We look at every aspect of your finances—from your daily budget to your retirement dreams—to create a plan that makes sense for your whole life
Wondering if you can afford that dream house? Thinking about a career change? Your Altera Wealth advisor is here to help with the financial decisions that really matter in your life, not just your investment portfolio.
Our advisors use advanced technology to give you clear, real-time insights into your finances. No more confusing statements or outdated information—just straightforward communication that keeps you connected to your money.
We're on your side, period. Our advisors are committed to putting your needs first in every decision and recommendation. It's not just a promise; it's our legal and ethical obligation.
We understand how all parts of your financial life work together. Our advisors help you see these connections too, ensuring that every financial move you make contributes to the life you want to live.
At Altera Wealth, you'll never be just another account number. Our advisors take the time to understand your unique story, your goals, and what really matters to you. Your financial plan is as individual as you are.
Altera Wealth's platform isn't just for advisors - it's designed to empower and engage clients too. Our technology provides investors with powerful tools to manage their finances and collaborate effectively with their advisors
We use a combination of advanced technology and personal expertise to analyze your financial situation, goals, and risk tolerance to create a tailored wealth strategy.
We offer a diverse range of investment options including ETFs, mutual funds, and alternative investments, all tailored to meet your specific financial goals and risk profile.
You'll have 24/7 access to your portfolio through our client portal and mobile app. Additionally, your advisor will schedule regular review meetings to discuss your progress and any necessary adjustments.
Yes, we can help you transfer existing investments to our platform. Our team will guide you through the process to ensure a smooth transition.
Our technology provides real-time portfolio tracking, goal progress monitoring, secure communication with your advisor, and comprehensive financial planning tools all in one place.
We believe in transparent pricing. Our fee structure is based on the services provided and the size of your portfolio. Your advisor will provide a detailed breakdown during your initial consultation.
We use sophisticated risk assessment tools to understand your risk tolerance and capacity, then design a portfolio that aligns with your risk profile while working towards your financial goals.
You can communicate with your advisor through our secure messaging system, schedule video calls, or arrange in-person meetings based on your preference and needs.
We offer a range of educational resources including personalized financial insights, market updates, webinars, and articles to help you make informed financial decisions.
