The Terra Cotta Financial Group

No Banks, No Brokers, No Middle Men

The Terra Cotta Financial Group is a multi family office, operating as an independent wealth management firm. This means that we are able to take an unbiased approach, offering entirely customized financial solutions, including truly alternative asset investments outside of the scope of traditional banks and brokers. By offering a coordinated, personal level of service, direct oversight with clear and transparent communication, we keep you closer to your money.

The Terra Cotta Financial Group was founded by Bruce Moffatt, John Hayes, and Sab Ravalli based on the idea that there is a better way to manage wealth. We knew we could help our clients achieve their personal and financial goals more effectively operating as an independent wealth management firm. That is exactly what we’ve done. We made a promise to do things differently. Better wealth management. Holistic financial planning. Capital preservation and protection. Exclusive alternative asset investments.

 

Leadership Team

Dedicated to Inspired Living

Bruce Moffatt

Managing Partner

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John Hayes

Managing Partner

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Sab Ravalli

Capital Partner

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Ryan L'Ecuyer

Managing Partner

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Executive Team

Kenji Goto

Chief Compliance Officer |
Portfolio Manager
Investment Counsel

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Michael Warrington

Chief Financial Officer
Oxygen Working Capital

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Charles Boldt

Director
Health & Benefits

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Private Wealth

Financial Planning, Insurance, Tax,
and Estate Planning

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Investment Counsel

Private and Public, Alternative, and
Limited Partnership Investment Opportunities

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Strategic Capital

Private Equity, Private Debt, and
Proprietary Capital Management

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Health & Benefits

Customized Independent Group Insurance and
Health Benefits for Family Business

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