Together: A Shared Vision

When our paths crossed, we discovered a shared commitment to managing wealth differently. We believed that by connecting the dots between money and life, we could help clients achieve financial success and a sense of comfort.

Diana DeFrate

Co-Founder

Katriina Paavola

Co-Founder

Our Combined Purpose

- Creating meaningful client experiences

- Building lasting relationships

- Facilitating genuine connections

- Bringing clarity to complexity

- Making a real difference in people's lives

The Alta Wealth Difference

Together, we've built a firm that:

- Values experiences over transactions

- Focuses on the individual, not just their money

- Creates order from complexity

- Builds community through connection

- Brings international perspective to local planning

Our Promise

Through Alta Wealth Partners, we commit to:

- Being here when you need us

- Working with all of life's interests, not just financial

- Growing through trusted relationships

- Making the complex clear

- Creating meaningful connections

Meet the Full Alta team

Get To Know Us

Pursue Your Financial Goals

Every financial journey is unique. Our financial professionals are here to provide the guidance you need to pursue your personal financial goals.

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