Based in Grosse Pointe Shores • By appointment (virtual or in-person)

Important disclosures: Tetra Wealth Management, LLC is an investment adviser registered in Michigan. Registration does not imply a certain level of skill or training. This site is for informational purposes only and is not investment, legal, or tax advice. Investing involves risk, including loss of principal. Nothing herein is an offer to buy or sell any security. We provide tax planning in coordination with your tax professional. Advisory fee cap is per household, per year, as described in our Form ADV; third-party fees (custodian, fund expenses, trading) are separate.

Commonly requested documents: Privacy Policy, ADV Part 2 and Form CRS