Advisors at this firm
Roberta N
Series 66
Eagle, ID
Alturas Wealth Management, LLC
Roberta Newhouse is a financial advisor with Alturas Wealth Management, LLC in Eagle, Idaho, holding a Series 66 credential and 19 years of industry experience. She has held roles at 1st Global Advisors, Inc. and Newhouse & Neistadt, LLC, and is currently a member of Alturas CPA Services, LLC, a certified public accounting firm. Newhouse also serves on the advisory board for the University of Idaho College of Business & Economics. Alturas Wealth Management serves individual and high-net-worth clients, offering discretionary asset management and financial planning across retirement, tax, estate, and cash-flow areas. The firm employs a variety of analytical approaches to tailor investment strategies and maintains discretionary trading authority to manage approximately $37 million for about 54 client relationships.
Melissa L
Series 66
Eagle, ID
Alturas Wealth Management, LLC
Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including 1st Global Advisors, Inc. and Micron Technology, Inc. Outside of her advisory role, Lowther serves on the board of the Xi House Corporation of Gamma Phi Beta and is an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management serves individual and high-net-worth clients, providing discretionary asset management and financial planning. The firm integrates tax and accounting services through its affiliation with Alturas CPA Services, LLC, co-owned by both advisors, allowing for combined investment and accounting expertise.