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?
Financial advisory services to your heirs for free.
If you don’t feel our value far outweighs our fee we will fully refund all fees paid in the first 12 months.
Prioritized client service by limiting new client intake to two enrollment periods annually.
We simplify investing with low-cost, diversified portfolios—avoiding market timing and unnecessary complexity.
We charge a 1% annual household fee, capped at $20,000 per year—no matter your account size.
Our dynamic retirement income strategy adapts to markets and personal needs, aiming for sustainable withdrawals beyond the 4% rule.