A Good Man Leaves an Inheritance to his Children's, Children” Proverbs 13:22

✔ Protect Yourself

✔ Protect Your Heirs

✔ Mitigate Taxes

Your Family's Financial Future, Our Focus

We are a fiduciary, fee only wealth management firm working exclusively with families committed to building a legacy that extends beyond their lifetime. Our clients seek to create a positive impact on future generations through strategic wealth planning and philanthropy.

Why Tetra?

  • We provide financial advisory services to your heirs for free.

  • We offer faith-based investing options that exclude industries or companies conflicting with your beliefs.

  • We prioritize exceptional client service by limiting new client intake to two enrollment periods annually.

  • Our fee structure is a 1% annual assets under management fee, capped at $20,000 per year. This cap adjusts annually to reflect inflation.

  • If you don’t feel our value far outweighs our fee we will fully refund all fees paid in the first 12 months.

If you are interested in our firm please consider our no cost financial assessment to see if we are a good fit.