Why Tessera?

A Tessera is a marble, stone, or piece that makes up a mosaic. Individually they may not look like much, but together they create a visual piece of art.

Similarly, your financial world is made of many pieces. Individually they may look one way. Together they may paint a very different picture.

Here at Tessera Wealth Management, we take a broad view of our clients' financial world.

This includes the various elements or pieces of your financial world such as: 

  • Liabilities and Debt obligations
  • Legal documents
    • Wills, Trusts, Power of Attorney
    • Buy-Sell Agreements Funding
  • Liquidity
  • Insurance documents.
  • Investments
    • Tax-Deferred
    • Tax-Free
  • Asset Location as well as Allocation.

Our goal is to work with our clients in order to maximize their overall financial position and plans.

We coordinate with other professionals to help create a plan that is aimed at strengthening the overall outcome for our clients. This is done by coordinating with: *

  • Attorneys
  • Accountants
  • Property & Casualty agents
  • Business partners
  • Other trusted Advisors

*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. 

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Contact Us