Connecting the Dots Between
Your Money and Your Life

At Alta Wealth Partners, we believe true financial planning happens when every aspect of your life connects meaningfully with your goals.

Start Your Journey

Feel Secure In Your
Financial World 

Your money is personal. Together, we identify the big picture by making sense of your financial world.

That means making visions real, feeling confident when the markets shake, and taking care of those you love—all while enjoying the process. 

Our Approach to Planning

Collaborate to elevate

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Transparency builds trust

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Questions spark progress

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A Trusted Guide <br/>On Your Journey&#160;

A Trusted Guide
On Your Journey 


With decades of experience, we help you connect your wealth to your purpose.

Diana DeFrate and Katriina Paavola founded Alta Wealth Partners with a vision to make financial planning deeply personal. Their approach combines decades of experience, an international perspective, and a passion for helping clients achieve clarity in their financial journeys.

We’re more than financial advisors—we’re partners in your success. Meet the team dedicated to connecting your wealth to your life.


TESTIMONIALS

“Alta Wealth Partners provides full service beyond investing my money, to ensure I have all bases covered - estate planning, my will and health care directive, long-term care insurance, etc. The personal support and guidance in all areas of my financial life really stands out.”

-Nancy R.


This testimonial was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

“I’ve been with Alta Wealth Partners since their early days, and I’ve always appreciated how they’ve guided me, especially through market volatility. They’ve helped me with significant life decisions, including rebuilding my house. I feel secure and confident knowing my investments are in good hands.”

- Glorian B.


This testimonial was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

"We have worked with Katriina and Diana for 20+ years and value their creative and multifaceted approach to investing. We appreciate their availability to meet on a quarterly basis to keep us informed and up to date on our portfolio while also making time for special meetings as needed. With Diana and Katriina’s guidance, we have put our two children through college and feel comfortable settling into retirement.”

- Mike and Darlene O.


This testimonial was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

“I appreciate the holistic approach Alta Wealth Partners takes in understanding my entire life situation—not just focusing on investments, but also considering my family, real estate, and retirement goals. They gave me the confidence to make a major real estate investment two years ago, and their ongoing support has been invaluable in helping me manage my retirement. The fact that it’s a women-owned and women-run company resonates with my values. I appreciate their commitment to women's empowerment through their support of nonprofits like Bottomless Closet." 

- Anne B.


This testimonial was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

" At Alta Wealth Partners, they go beyond just stocks and bonds—they think outside the box.   It’s not just about managing my portfolio; it’s about understanding me holistically—my career, life changes, even things like buying property. I appreciate how the team takes the time to understand my life beyond just investments. Katriina has a proactive approach—she’s always thinking about what I should be thinking about, pushing the envelope, and considering the unexpected. I value the spirit of partnership and collaboration and how they consider things beyond the basics, like the tax implications of different investment buckets and maximizing retirement benefits.”

- Gabrielle G.


This testimonial was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Connecting the Dots,
One at a Time

Our process is designed to guide you step-by-step, helping you connect the dots from where you are today to where you want to be tomorrow. 

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Let's Get Started
Take Your First Step Today.

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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