A complete list of active advisors currently associated with Tetra Wealth Management

Warmer can help you find a great advisor at Tetra Wealth Management or one who fits your needs even better.

Tetra Wealth Management provides financial planning and ongoing investment supervisory services primarily to inheritors, high‑net‑worth individuals, and foundations/charities, generally targeting clients with investable assets of $1,000,000 or more. The firm offers stand‑alone financial planning engagements (hourly or flat‑fee) as well as discretionary portfolio management for clients who place assets under its supervision. The firm documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis with custody and trade execution directed to Charles Schwab. Its investment approach combines fundamental, technical, and cyclical analysis within a long‑term buy‑and‑hold orientation while also employing short‑term trading and options when appropriate; accounts are monitored daily and reviewed at least monthly, and the firm does not accept proxy‑voting authority for client securities. Distinctive disclosures in the brochure include an affiliated mortgage brokerage (Tetra Home Loans LLC), an outside business activity the firm notes could create conflicts if clients use those mortgage services, and a policy to provide advisory services to heirs at no advisory fee. The firm also operates limited client onboarding windows each year and maintains a 12‑month fee‑reversal policy for planning clients, practices that are less common among comparable independent advisors.

To learn more about the advisors currently working at Tetra Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.