ALTURAS WEALTH MANAGEMENT, LLC

ALTURAS CPA SERVICES, LLC

Strategic Life Planning

 

ABOUT US

We are dedicated to providing premium tax-optimized wealth management solutions for clients that demand excellence, innovation and professionalism. We help our clients make deliberate, sound choices while mitigating the risk of making emotionally charged decisions in their financial life. Our all-encompassing wealth management approach focuses as much on tax planning as it does on providing holistic wealth management strategies that are designed to achieve long term financial results. This allows our clients’ the unique ability to gain the peace of mind that comes from knowing you can deliver on the important promises you make to those around you.

Alturas Wealth Management & CPA Services is owned by Roberta J. Newhouse and Melissa S. Lowther.  Roberta is a graduate of the University of Idaho and is a Certified Public Accountant.  She served as a member of the Board of Examiners with the AICPA (2012-2017) and has served on the Oregon Board of Accountancy (2007-2013). With a 30-year career in public accounting and over 12 years in wealth management she has the ability to provide tax-centric solutions for clients that demand excellence, innovation, and professionalism.  She strives to create trusted relationships with clients so she is better able to identify their goals and help create holistic solutions to reaching them. Along with her tax planning expertise, Roberta provides a wealth of knowledge on retirement and estate issues, as well as complex succession issues.


Melissa is a graduate of the University of Idaho, has her MBA with a concentration in Finance from the University of Portland, and is a Certified Public Accountant. She originally became part of the financial services industry in order to help others work toward and achieve their goals.  She has a passion for assisting clients in life planning and finding tax-optimized investment solutions.   Along with her tax planning expertise, Melissa has a wealth of knowledge in education planning and complex financial analysis, as well as, helping establish budgets and assisting clients in creating customized and tax-efficient investment plans.  


We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Simply put, we strive to be our client’s trusted advisor.

OUR SERVICES

FINANCIAL PLANNING AND CONSULTATION

We have the experience and expertise to help clients sort through their financial issues, determine their goals and objectives and create customized solutions to meet those objectives.  We truly believe that understanding your financial situation and being able to clearly state your goals for the future is the first step to achieving those them.  

TAX, RETIREMENT, ESTATE, AND EDUCATION PLANNING

In each phase of life there is a opportunity for clients to create a plan that can adapt and flow into next stage.  Our goal is to make sure all the pieces of your wealth management plan are working together in a tax-optimized manner.

INVESTMENT MANAGEMENT

Alturas Wealth Management is an Independent Registered Investment Advisory (RIA) firm who has selected TD Ameritrade Institutional as our preferred custodian.  As an RIA we have the freedom and independence to find financial solutions that fit each client's unique needs. 

ACCOUNTING SERVICES

Alturas CPA Services provides a variety of traditional accounting services.  These services include individual and business tax preparation,  payroll preparation/assistance, and bookkeeping services.  Combined we offer over 40 years of experience as Certified Public Accountants.  

 
 
CONTACT

Melissa's E-mail: melissa@alturaswm.com

Roberta's E-mail: roberta@alturaswm.com
Phone: (208) 991-8789

LOCATION

842 E Winding Creek Drive

Eagle, ID 83616

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Alturas Wealth Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Alturas Wealth Management, LLC a Registered Investment Advisor in the State of Idaho and Oregon.  Accounting services are offered through Alturas CPA Services, LLC, an affiliated company.

 

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Idaho or Oregon or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

 

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.