Company description
Terra Cotta Wealth Management Inc. is a prudent and thoughtful financial advisory group serving affluent individuals, business owners, executives, professionals, as well as family trusts and estates.
They help clients solve critical gaps in their financial lives by working diligently to find the best solutions and then follow through to ensure those solutions are implemented.
TCWM delivers great success when they work with, and integrate, your team of professional advisors such as estate planning lawyers, trustees and accountants so that your financial plan is executed and gives you exactly what you want.
Services include:
• Tax-effective estate and retirement planning
• Philanthropic desires
• Insurance solutions
• Strategic debt management and banking solutions
• Tax-efficient transfer of assets to the next generation
• Risk management with sensitivity regarding the family dynamics that surround complex money issues
• Group benefit plans for small family business to large corporate solutions
• Personal health care and living benefits
• Unique investment solutions with prudent portfolio management
