Dedicated to Inspired Living

We are a multi-family office, built on trust and innovation, serving principals, business owners, entrepreneurs and professionals who are looking for something more. Our philosophy is keeping you closer to your money. We deliver unique and creative investment solutions coupled with strategies that protect and preserve your wealth. We manage our clients' wealth for now and for future generations.

The Terra Cotta Financial Group has a reputation for helping our clients achieve their personal and financial goals. We close the gaps and guide you through your financial crossroads.

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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The Terra Cotta Wealth Foundation

From Success to Significance

As part of The Terra Cotta Financial Group model, we offer legacy building services in the form of individual and family foundations. There are time and tax advantages for high net worth individuals in establishing a foundation to manage all of your philanthropic passions. A foundation represents a streamlined means of managing charitable donations.

Locally or globally, wherever your passion may be, the Terra Cotta Financial Group can help support the causes you believe in and contribute to building vibrant and healthy communities.

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"Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential."
John Maxwell