Dan G.
10/1/2015
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...
Alterra Advisors
Closed
(7)
500 108th Ave NE Ste 1700
Bellevue, WA 98004
Alterra Advisors, located in Bellevue, WA, is a trusted wealth management firm dedicated to helping clients achieve their financial goals with clarity and confidence. Their process involves getting to know each client, creating a unique roadmap, implementing an action plan, and ensuring clients stay on track.
With a focus on open communication and collaboration, Alterra Advisors offers personalized strategies for overall financial well-being, including retirement planning, estate tax considerations, and optimizing IRA distributions. Clients praise the team for their integrity, professionalism, and commitment to guiding them through complex financial decisions.
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Reviews
5.07 reviews
Toni J.
11/11/2017
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...
Adrian L.
12/11/2019
I introduced my mom to Zach at Alterra when my father passed. My dad did the family finances and she was clueless about managing their assets. Zach has become a common topic in family...
Susie C.
3/20/2019
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...
Rick R.
6/4/2013
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...
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