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Terra Cotta Financial Group

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Founded in

2013 (12 Years)

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Last online: No recent activity

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6 Reviews

Average

2.89/5

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Get to know Terra Cotta Financial Group

The Terra Cotta Financial Group is a multi family office, operating as an independent wealth management firm. This means that we are able to take an unbiased approach, offering entirely customized financial solutions, including truly alternative asset investments outside of the scope of traditional banks and brokers. By offering a coordinated, personal level of service, direct oversight with clear and transparent communication, we keep you closer to your money. The Terra Cotta Financial Group was founded by Bruce Moffatt, John Hayes, and Sab Ravalli based on the idea that there is a better way to manage wealth. We knew we could help our clients achieve their personal and financial goals more effectively operating as an independent wealth management firm. That is exactly what we’ve done. We made a promise to do things differently. Better wealth management. Holistic financial planning. Capital preservation and protection. Exclusive alternative asset investments.

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Industry

  • Financial Financial Advisement
  • Financial Insurance
  • Financial Other Service

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askyargamji

Direct review

Excellent

Overall Thought

Having had the privilege of engaging with The Terra Cotta Financial Group, I am genuinely impressed with their commitment to redefining wealth management. Their stance as an independent wealth management firm resonates with me, as it ensures an impartial approach and tailor-made financial solutions. The inclusion of alternative asset investments beyond traditional norms underscores their innovative spirit. The team's personalized service, clear communication, and direct oversight truly set them apart. Founded on a vision of improved wealth management, Bruce Moffatt, John Hayes, and Sab Ravalli have created something exceptional, offering a pathway to more effective financial achievement.

Thg 08 27, 2023
A

goodbash3

Direct review

Excellent

Overall Thought

Terra Cotta Financial Group impresses with their exceptional financial expertise and client-centered approach. Their team's dedication to personalized solutions and sound financial advice ensures a secure and prosperous future for their clients. With a track record of success and a commitment to transparency, Terra Cotta Financial Group stands out as a reliable partner for all financial needs.

Thg 08 17, 2023
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