Planning, ascending, and enjoying the rewards, Alterra Advisors will be here to guide you every step of the way. Where do you see yourself in a year? In five years? What will you do in retirement? How do you envision your legacy? To create a comprehensive roadmap of your financial life we want to know what you want for yourself, your family, or your company.
We listen to your personal goals. Only then, can Alterra Advisors make informed recommendations for your financial life. Knowing you have the resources to live the way you want for the rest of your life is real wealth. Your journey starts with a plan. After reviewing your financial data, we'll discuss strategies, choices and risks.
We listen to your personal goals. Only then, can Alterra Advisors make informed recommendations for your financial life. Knowing you have the resources to live the way you want for the rest of your life is real wealth. Your journey starts with a plan. After reviewing your financial data, we'll discuss strategies, choices and risks.
Services
From successful entrepreneurs and business owners to retirees and those with big charitable goals, we're here to serve. And because each client is unique, we don't have pre-determined solutions. All wealth management plans are unique and personalized. Then, once it's time to put your plan into action, we collaborate closely to define a holistic strategy with a set of services appropriate to your financial needs and life goals.
Access your interactive wealth management platform through the client dashboard and gain access to important documents related to your account. If you have any questions or concerns, contact us at hello@alterradvisors.com or call us at 425.749.3300. PLEASE NOTE: The information being provided is strictly as a courtesy.
Financial Planning starts with listening. Because, no one knows your needs and goals better than you. At Alterra Advisors, we ask questions to get to know you. Only then can we build a plan that will guide your vision and fulfill your goals. Creating that roadmap is then a step-by-step process that can only be accomplished through ongoing collaboration.
Alterra Advisors is the result of over a decade of collaboration. While Grant and Josh were both principals in their own financial advisory practices, they became friends and colleagues, sharing a long-term vision of the impact they could have on the lives of their clients. Over the years, they jointly crafted the client-first approach they both practiced.
Reviews (9)
Kiran Makwana
Dec 11, 2020
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Grant Monson and his team at Alterra Advisors are experts at assisting individuals and family with complicated financial matter so it is easy for one to understand. He goes above and beyond for his customers. It is my pleasure to know Grant Monson, and I highly recommend him and his team for financial advice and planning needs.
Rachel Garcia
Nov 03, 2020
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Angel Barna
Aug 15, 2020
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Susie C.
Mar 21, 2019
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I have known Grant Monson for over 3 years and he is an absolute upstander. He is passionate about making a difference for people through financial planning. He is a great listener and cares so much about his clients. I would highly recommend meeting Grant if you are in the market for a Financial Advisor. His service and commitment to his clients is above and beyond.
Toni J.
Nov 12, 2017
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Grant and the team at The Monson Group really are experts in their industry. From the very first meeting, their knowledge and passion is obvious. Their approach to financial planning is more than just investments, it takes every piece of a person's financial future and security. I would recommend this team to anyone at any level of financial planning.
Dan G.
Oct 01, 2015
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Grant has been one of a select few professionals that I passionately introduce my clients to. As an Insurance Broker, it's important to me to make sure my clients not only have all their risks protected, but to also make certain all the pieces of their financial puzzle are in place and collectively are working toward a common goal.
Grant does an exceptional job communicating, following up, and following through on coordinating a clients finances.
When I recommend Grant and his team to my clients, I sleep well knowing they are in outstanding care.
Grant does an exceptional job communicating, following up, and following through on coordinating a clients finances.
When I recommend Grant and his team to my clients, I sleep well knowing they are in outstanding care.
Anna C.
Feb 09, 2015
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The Monson Group in Bellevue really stands out above the rest. The team started working with us before we even opened up our business or had children. The plan they made has kept us feeling secure and on board with our personal and financial goals. We now are moving right along feeling great about our financial plan and the next steps ahead. We have a plan for our business, our personal, our kids college, our charity, insurance, home, cars, and stocks/IRA. Whenever we need to make a change, the team is easy to work with and puts our desires first. If you are a busy professional, the Monson
Rick R.
Jun 04, 2013
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Grant is passionate about the people he helps, experienced and brings a ton of integrity to his business. I found Grant easy to visit with; he has deep expertise and I've recommended him to several people. Few other planners seem to take his sincere, holistic approach. The Monson Group can help you coordinate your financial affairs.
Dan E.
Sep 20, 2012
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