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About
Financial PlannerFinancial PlanningLife Insurance Agency
A financial team with everything you need to build assets, preserve wealth, and leave a lasting legacy.
Whether you are preparing for retirement, funding a child’s education, or simply ensuring you’ll be protected if something goes wrong, TerraWealth can guide you in the right direction and financially prepare you for whatever life brings. We offer a firm foundation of industry expertise and tested practices combined with vast and unparalleled product offerings to equip you with the most comprehensive wealth strategies available.
Our Independent Advisors stand among the few professionals in the industry who can offer you everything. Do you want a generic financial plan, or the best one? Click below to learn how we use our unique platform to empower you to build wealth and reach your life goals.
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- TATristen AragonSep 25, 20245.0Working with Terrawealth has been an amazing experience. They give you the tools and support you need to meet the goals of both your clients and your business.
Frequently Asked Questions About TerraWealth
What services does TerraWealth offer?
TerraWealth offers financial planning, wealth management, investment strategies, retirement planning, succession planning, mergers & acquisitions, tax-efficient investing, estate planning, business continuity planning, insurance solutions, hybrid RIA/BD platform, advisor transition support, compliance & regulatory support, practice growth strategies, financial advisor training, equity ownership model, fee-based and commission options, and a tech-forward financial platform.
Where is TerraWealth located?
TerraWealth is located at 400 West English Rd., Suite 215, High Point, NC 27262, United States.
What are TerraWealth's business hours?
TerraWealth is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact TerraWealth?
You can contact TerraWealth by phone at +1 305-928-3772 or by email at hello@terrawealth.com.
Is TerraWealth a certified financial advisory firm?
Yes, TerraWealth is an SEC Registered Investment Advisor (RIA), a FINRA member for BD-related services, and employs Certified Financial Planners (CFP®).
What language(s) does TerraWealth support?
TerraWealth conducts its services in English.
What social media platforms can I follow TerraWealth on?
You can follow TerraWealth on LinkedIn, Facebook, and Instagram at @terra_wealth.
Are there dining options near TerraWealth?
Yes, nearby dining options include Earl's Landing, an American restaurant and bar, Lil's Coffee Bar offering coffee and smoothies, and Elm Street Cafe featuring American cuisine and sandwiches.
What cultural or community spots are near TerraWealth?
Nearby you can visit The Art Gallery at Congdon Yards for art and crafts, the community hub Congdon Yards, and the High Point Community Foundation which offers community services and nonprofits.
Are there any real estate services close to TerraWealth?
Yes, real estate agents and services nearby include DeLille HOME, DeLille Field Commercial Real Estate, Tim Penley Realtor Coldwell Banker Advantage, Coldwell Banker Advantage: High Point, Laura Faircloth Gault - Real Estate, Brianna Whiteman Real Estate, and Bryan Colquitt.