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Grant M.

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Financial Advisor | Founding Partner at Alterra Advisors
📍 Bellevue, Washington, United States

Grant M. is the CEO and a Partner at Alterra Advisors, an independent wealth management firm he launched. With a background as a CERTIFIED FINANCIAL PLANNER™, he specializes in creating personalized financial solutions for entrepreneurs and business owners. He holds both a BS and an MA from Washington State University.

Originally from a working wheat farm in eastern Washington, Grant credits his familys business for instilling his entrepreneurial spirit. He now lives in the Bellevue area with his wife and three children. He is an avid reader and a passionate supporter of Washington State University athletics.

His vision for serving others in business was directly shaped by growing up on his familys farm.

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Current Role
Financial Advisor | Founding Partner
Location
Bellevue, Washington, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Grant cares about

Wealth Management
As CEO of Alterra Advisors, he focuses on providing personalized wealth management plans for a diverse clientele including entrepreneurs, retirees, and those with charitable goals.
Entrepreneurship
He has a strong entrepreneurial background, having founded both The Monson Group and Alterra Advisors. He is passionate about serving fellow business owners.
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Career

Work history

Financial Advisor | Founding Partner
Alterra Advisors
CERTIFIED FINANCIAL PLANNER™
The Monson Group
In the press

Media appearances

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Education
MA
Washington State University
BS
Washington State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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