David Rakecky CFP®
Private Wealth Advisor
David is a CFP® professional and the founder of Tetra Wealth Management (est. 2024). He works with Grosse Pointe families and professionals who are drawing from their portfolios (or close to it) and want clarity on income, taxes, and risk—with straightforward advice.
A cum laude B.S. graduate, David began in aviation, logging 1,000+ flight hours as a certified flight instructor. He loved flying, but an airline schedule didn’t fit his family’s goals—and it wasn’t moving him toward his long-time goal of building a business.
He moved into finance at Rocket Mortgage, where he developed strong communication skills and helped business owners and professionals navigate lending and cash-flow decisions. He later joined Raymond James & Associates, benefiting from mentorship that deepened his work in planning, taxes, and risk management.
After several years in financial services, David left a traditional role to build a firm shaped by what he’d learned—what works for families and what doesn’t. That’s why Tetra is fiduciary and fee-only, limited to 50 households for access, and capped at $20,000 in annual fees. The aim is clear: a plan for steady income, thoughtful taxes, and risk you can understand. Based in Grosse Pointe Shores, Tetra serves the surrounding communities.
Away from work, David enjoys scuba diving with his wife, Danielle, Michigan summers at his family’s cabin, and time on Lake St. Clair.
Our Mission
We help Grosse Pointe families and professionals make clear, confident money decisions—avoiding costly mistakes—with fair fees, concierge-style service, and a better client experience.
Accountants, Attorneys and other Professionals
We serve as a client’s financial concierge where they can direct any and all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.
If this sounds like a someone with whom you would enjoy working with,
read our commitment to always acting in your best interest.
We provide tax planning in coordination with your tax professional; we do not provide tax or legal advice.