Our Firm and our Focus
Tessera Wealth Management is a full-service financial firm committed to helping individuals and business owners pursue their financial goals. We believe in providing thorough financial information to help you better identify your priorities and make sound decisions to satisfy them.
Tessera Wealth Management takes a broad view of our clients' financial world, such as reviewing:
- Liabilities and Debt Obligations
- Liquidity
- Cash Flow and Income Sources now and in the future
- Legal Documents
- Wills, Trusts, Power of Attorney
- Buy-Sell Agreements.
- Insurance Documents and Coverage
- Life
- Disability Income
- Long Term Care
- Home, Auto, and Liability
- Investments
- Tax-Deferred
- Tax-Free
- Non-Qualified
- Triple Tax-Free
- Asset Location as Well as Allocation.
To create plans that strengthen the overall outcome for our clients and help you maximize your overall financial position and plans, we coordinate with other professionals, including:
- Attorneys
- Accountants
- Property & Casualty agents
- Business Partners
- Other Trusted Advisors.
Through it all, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We endeavor to fully understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
*Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tex counsel for advice on specific legal tax matters.