Investing With Terra Nova
We are an independent, fiduciary, and fee-only firm. Together we will define your investment criteria based on income requirements, expectations, and risk tolerance in order to pursue the future of your dreams.
We understand you likely have an investment strategy in place, however, if you have been thinking about making a change, now is the time to schedule a portfolio review to find out if you could benefit from a different approach. Although the firm does not charge a fee for attending this consultation and this consultation offers the attendee educational information, this consultation is intended to result in the attendee purchasing a product or establishing an advisory relationship.