Tessera Wealth Management, LLC is a fee-only, fiduciary wealth management firm based in Boca Raton, Florida. The firm provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and business owners. Operating as a fiduciary, they are legally and ethically bound to act in their clients' best interests. Their investment philosophy is rooted in academic research and evidence-based principles, aiming to build diversified, low-cost portfolios for long-term growth.

Founded in

United States