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What Makes Us Different

TerraFirma provides top-notch independent financial planning and investment management without sacrificing the personal touch. Our top goal is to enhance the well-being of every individual we work with. We believe that quality of life can be improved through considerate financial planning and proper investment management. By solving your biggest financial concerns, we create the space for you to fully realize your life goals. We would be honored to be your partners to build and protect your wealth.

Deep expertise

Jason is a Certified Financial Planner® (CFP®) with over 18 years of experience working with individuals and families. He specializes in preparing people for retirement and helping them with the transition by creating a plan to reliably generate income for a lifetime. His goal is to be there for each of your retirement stages, from the go-go years to the slow-go years and everything in between. Your financial plan will evolve with you at each of these stages to meet your changing life goals.

Personalized fiduciary services

As a fiduciary, we always put your best interests first. Unlike legacy investment firms, however, we prioritize your well-being, not the growth and bottom line of the company. We have worked hard to minimize any conflicts of interest to best serve you. Your investing no longer has to follow a one-size-fits-all approach. We partner with some of the industry's best managers to create customized portfolios tailored to your needs and implement investment strategies to help to reduce your tax burden. Our investment philosophy is designed to help you stay on the cutting edge, ensuring we never miss major opportunities.

We are independent and
fee-only

We are not a company with any products to sell or sales goals to meet. Since we don’t receive any commissions, we have no financial incentive to guide you away from optimal decisions. This gives us a great ability to give you unbiased financial advice where your needs and goals always remain the top priority. We have a fee based only on the level of assets that are directly managed. This allows us to align with your goals to grow and protect your assets.

Better tools to ease the burden

Using the latest technology, we develop better financial plans to help you achieve your life goals. Our improved communication tools ensure we're always on the same page and make it easier for you to understand your financial path. Behind the scenes, we use the best software solutions to operate efficiently while maintaining high standards of customer service. Ultimately, all these tools and technology help us serve you better.

If you’d like more information about our features, get in touch today.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

 

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

 

TerraFirma Wealth Partners LLC (“TerraFirma”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where TerraFirma and its representatives are properly licensed or exempt from licensure.

 

For additional information, please visit our website at https://terrafirmawealth.com.

 

TerraFirma WealthPartners LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. TerraFirma Wealth Partners LLC often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. TerraFirma Wealth Partners LLC makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send TerraFirma Wealth Partners LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note TerraFirma WealthPartners LLC does not accept trading or money movement instructions via email. Please visit our website https://terrafirmawealth.com/ for important disclosures.

Disclosures | Form CRS

TerraFirma Wealth Partners LLC is a registered investment advisor.

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