Grosse Pointe Families and Professionals
Ready to turn your savings into income?
✔ Retire with confidence
✔ Mitigate Taxes
✔ Invest with a purpose
Why Tetra?
At Tetra Wealth, we help Grosse Pointe families and professionals design a drawdown plan so savings can support what comes next. Our process is straightforward, pressure-free, and gives you answers you can use—whether you hire us or not.
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50 Households Only
We stay small so you get concierge-level service
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Aligned Fee Structure*
Our work doesn’t get 10× harder as portfolios grow—so your fee doesn’t either. We cap the advisory fee at $20,000 per household, per year.
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Fiduciary & Fee‑Only
Advice first—no commissions. See our Form CRS and ADV for details.
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Dynamic Distribution Planning
We monitor and adjust withdrawals as markets, taxes, and cash needs change.
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Tax‑Smart Withdrawals
Strategies designed to help manage taxes—coordinated with your tax professional.