ALTURAS WEALTH MANAGEMENT, LLC
Strategic Life Planning
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 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.
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.
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.