Could Your Money
Work Harder For You?
Whether you are just beginning your investment journey, reimagining retirement, or somewhere in between — you deserve a professional in your corner. Our goal is to support every part of your financial and business life with thoughtful guidance and clear insight.
Who We Serve
Professionals with Equity Compensation
High Net Worth
Real Estate Investors
Business Owners
Retirement Transition
Widowed, Divorced or Inheriting
Meet Toni Sutherland
Toni Sutherland is the founder of Alta Investment Group, bringing extensive experience in financial planning, estate planning, securities, and real estate investing — with a background that spans both Wall Street and direct business ownership.
Her career includes roles with American Express in Silicon Valley and Smith Barney, where she managed portfolios for high-net-worth individuals, established 401(k) programs for thousands of employees, and worked with prominent families and business leaders.
Schedule a Free ConsultationWhat Our Clients Can Expect
Portfolio Management
- Actively managed, broadly diversified portfolios
- Dynamic hedging strategies (options)
- Alternative investments
Tax & Risk Mitigation Strategies
- Minimizing liabilities & maximizing deductions
- Tax analysis on major wealth decisions
- Insurance review & consultation
Family Office Services
- Advising on structure
- Establishing processes, technology, infrastructure
- Asset management
Schedule A Consultation
Schedule a Free ConsultationIf you think working with a financial professional could be a fit, we would love to talk. Together we can map out how we may best serve you and your goals.
Our Three Step Process
Step
1
Setup
The more we know about you, your finances, and your goals, the better we can strategize.
Step
2
Strategize
We map out a financial strategy based on your goals, time horizon, and risk tolerance.
Step
3
Execute
Life changes? Market volatility? We keep your financial blueprint on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn about your situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships built on open, honest communication have always been the cornerstone of our success.