Retirement Income, Designed for Confidence
Serving a select number of families in Grosse Pointe with fiduciary, fee-only guidance—focused on retirement income, tax strategies, and risk management.
✔ Retire with confidence
✔ Mitigate Taxes
✔ Manage Risk
Why Tetra?
At Tetra Wealth, we help Grosse Pointe families and professionals design retirement income strategies so their savings support what comes next. Our process is straightforward, pressure-free, and built to give you clarity—whether you hire us or not.
50 Households Only
We intentionally stay small so each family receives dedicated, concierge-level service.
Aligned Fee Structure*
Our advisory fee is capped at $20,000 per household, per year—because larger portfolios don’t require exponentially more work.
Fiduciary & Fee-Only
Bound to act in your best interest, with advice that’s free from commissions or product sales pressure.
Dynamic Distribution Planning
Withdrawals are monitored and adjusted as markets, taxes, and cash-flow needs evolve.
Tax-Smart Withdrawals
Strategies designed to help manage taxes—coordinated with your tax professional.
Clear Path Forward
Clear steps, plain language, and straightforward communication—start to finish.
*Fee cap applies to investment advisory fees charged by Tetra Wealth Management. Other fees and expenses (e.g., fund expenses, custodial fees, taxes) may apply. Investments involve risk, including possible loss of principal.