Welcome to Alterna Wealth – where smart, responsible investing takes place.
Alterna Wealth provides comprehensive financial management built upon the values of integrity, ethics, responsibility and cooperation. As stewards of your capital we manage your investments with your best interests in mind.
Our Alterna Wealth and Investment Advisors understand the unique circumstances of every individual and will provide the foundation for planning that is tailored to your needs. We provide expert advice based on research and consider the inevitable challenges of changing markets, priorities and day-to-day life.
Whether you have a specific goal in mind, or your financial picture is more complex, we ask the right questions that help us understand the whole picture, all while delivering services and solutions that build, strengthen and preserve your wealth – that’s the Alterna difference.
- Investment & Retirement Planning
- Full Service Brokerage
- Responsible Investing
- Direct Investing
- Guided Portfolios
- Additional Resources
Investment & Retirement Planning
Full Service Brokerage
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Investment solutions built for you Working with an Investment Advisor is much more than getting investment advice. It is about collaborating with a trusted partner to build a strategy that includes all aspects of your financial well-being.
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Responsible Investing
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Responsible Investing (RI) NEI’s full range of RI solutions cover all major asset classes, investment styles and geographic regions. A variety of RI approaches are applied selectively by NEI’s proprietary environmental, social and governance (ESG) team across NEI’s lineup of funds and portfolios, with solutions that carry the Responsible Screen (RS) designation automatically excluding investments in select categories and industries. It's Right for You
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Direct Investing
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Everything you’re looking for in an online brokerage
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Guided Portfolios
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VirtualWealth provides
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Additional Resources
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Government Resources Business Resources & Strategies |
Calculators
Our Retirement Calculators determine the amount of savings that you'll need to retire comfortably. By flagging any shortfalls or surpluses, the calculator outlines the savings required to reach your financial goals for retirement.