We manage well-established estates and just-getting-started assets. Whatever lifestage you’re in, we’re here to help navigate the money part of it. As for the where-to-send-my-kid-to-college part
—that’s in your court.
CLIENT PROFILES
Client:
Widow, 73 years old. Active traveler. Net worth 2M.
Scenario:
Seeking cash growth, preservation, and frequent communication for peace of mind. Referred by her son-in-law who has been a Terramar client for several years.
Solution:
A customized and diversified portfolio with a comfortable risk/return ratio to help fuel her active lifestyle without jeopardizing her net worth. When traveling abroad, she especially appreciates the easy access to her advisor.
Client:
Married male, 63 years old. Net worth 2M.
Scenario:
Successful general manager ready to retire in a few years and needed a somewhat quick boost to his savings.
Solution:
Sought out Terramar Wealth based on our team’s extensive expertise and our collaborative approach to delivering custom investment solutions. Based on his short-term retirement goals, we diversified his portfolio to attain a comfortable need-risk ratio.
Client:
Widow, 85-years-old. Retired. Net worth 1.2M
Scenario:
Referred to Terramar Wealth by her estate attorney after the passing of her husband who had handled the investment account. The initial objective was to review her trust portfolio (~$700k) though that led to full-service management.
Solution:
After leading her and her son through our processes and experience as a team, they transferred her account over. Portfolio was repositioned from a 3-fund to a 12-fund, providing both the diversification and stability the previous advisor hadn’t delivered.
Client:
Married female, 66 years old. Net worth, affluent.
Scenario:
Financial advisors for her mother. When her mother died, we handled distribution of her estate and personally met with all the heirs. All siblings choose to move their accounts over to Terramar Wealth.
Solution:
Restructured and diversified inherited assets to meet her retirement income needs going forward. Advised on long term care options, Medicare and social security decisions. She since referred her son, who is now a client and has started saving for his own retirement.
These case studies are for illustrative purposes only. Actual performance and results will vary. These case studies do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted.