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.

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