In this episode of Global Economic Press, Alex Brady discusses the launch of Terrace Wealth, a new wealth management firm based in Clayton, Missouri. The firm is a collaboration between Funded Ventures and industry veteran Ryan Bowman, who brings over a decade of experience as a Certified Financial Planner. Terrace Wealth aims to provide personalized, fee-only financial solutions to individuals, families, and institutions across the Midwest. The firm offers a range of services, including retirement and goal planning, cash and money management, tax optimization, estate planning, and risk management. Ryan Bowman emphasizes the importance of a client-focused, holistic approach to wealth management, free of conflicts of interest.
Terrace Wealth plans to grow both organically and through strategic acquisition partnerships, targeting fee-only planning-focused firms and single-owner practices. Brian Wolfe, founder of Funded Ventures, highlights the firm's commitment to trust and transparency in building long-term financial relationships. The episode underscores Terrace Wealth's dedication to providing forward-thinking financial strategies that align with clients' long-term objectives. For more information about Terrace Wealth and the services offered, visit Terrace Wealth's website.