An Elevated

Perspective

Independent fiduciary advice that helps you rise above the noise, see the bigger picture, and move toward your goals with clarity and confidence.

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The Terrace Wealth Difference

Grounded in what works. No gimmicks or shortcuts.

Independent & fee-only. No commissions or hidden agendas.

Personalized wealth strategies. No cookie-cutter solutions.

Partnership year-round, not just once a year.

Comprehensive Wealth Management Services

More than investing, we help you plan, grow, and protect what matters most.

At Terrace, “comprehensive” means more than checking boxes. It’s about bringing every part of your financial life together, with you at the center. We listen, advise, guide as your accountability partner every step of the way.

Our Core Services

Retirement & Goal Planning

Liquidity Management

Asset Management

Insurance & Risk Management

Tax Planning

Executive Comp. & Equity Awards

Estate Planning & Charitable Giving

Business Exit & Succession Planning

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Who We Work With

As a veteran-led firm, we support service members and their families through life’s transitions, helping them maximize VA benefits, pensions, and retirement plans to achieve lasting financial freedom.

Veterans & Military Families

Your career is demanding, and your time is tight. By keeping your investments on track, your plan moving forward and your blind spots covered, you can focus on what matters.

Driven Professionals

You’ve built a thriving business. Now your finances are more complex. We build upon your success with smart strategies, risk management and a trusted team of experts.

Business Owners

We help retirees bring clarity and confidence to every part of their financial life, from investments, income, and taxes to goals and legacy, so they can focus on enjoying what matters most.

Retirees