Retirement Income and Tax Planning for Grosse Pointe Families
We build clear, tax-smart plans that turn wealth into reliable income and long-term peace of mind.
Now accepting 2 new families for 2025.
Why Families Choose Tetra Wealth
We handle the financial details so you can focus on what matters most — enjoying your retirement. From income to taxes, we take care of the logistics so you can live with confidence and peace of mind.
💰 Retirement Income
We build income plans that turn savings into steady cash flow you can count on.
📊 Tax Efficiency
We focus on reducing taxes across your lifetime, not just this year.
⚖️ Market Risk Management
We help protect your lifestyle with strategies that balance growth and safety.
🧩 Financial Planning
We connect income, taxes, investments, and estate planning into one clear, ongoing plan.
The Tetra Difference
We focus on what you can control — income, taxes, and risk. Many firms skip tax planning, but we believe it’s too important to ignore.
- Tax-First Planning: Cut hidden tax costs with proactive, year-round, and long-term strategies that grow with your plan.
- Clear Income Plan: Know exactly where your retirement paycheck comes from.
- Smart Risk Control: Protect your lifestyle and stay confident through market changes.
- Team Coordination: We work with your CPA and attorney so everything stays aligned.
Proudly Serving the Grosse Pointe Community
Tetra Wealth provides retirement and investment planning for families across Grosse Pointe Shores, Farms, Park, Woods, and City.
Our Process
We are limiting onboarding to 2 families for the remainder of 2025.