Financial Advisors
Port St. Lucie, FL
The Terrio Group is a comprehensive wealth management firm in Port St. Lucie serving individuals and families with financial planning, investment management, retirement income strategies, tax planning, and annuities & life insurance products. Led by independent financial advisors, they take a holistic approach that considers all aspects of clients' finances—including income, emergency funding, asset building, estate protection, and tax efficiency—to help clients transition from reactive consumers to proactive investors and achieve lasting financial freedom.
Ideal for: Families planning for retirement, individuals seeking comprehensive wealth management, business owners interested in tax-efficient strategies, those nearing or in retirement looking for income planning
Service area: Port St. Lucie, Stuart, and surrounding areas in Treasure Coast, FL
Independent Advisors: The firm is built on independent advisors with proprietary processes, answering to people rather than products, which aligns incentives with client outcomes.
Holistic 8-Element Process: Their signature planning incorporates eight unique elements including income, emergency funding, asset building, estate protection, legacy enhancement, and tax planning into one cohesive strategy.
SEC-Registered Investment Adviser: Investment advisory services are provided by Motiv8 Investments LLC, an SEC-registered Investment Adviser, ensuring regulatory oversight and fiduciary standards.
Address: 542 NW University Blvd # 102, Port St. Lucie, FL 34986
Phone: (772) 807-4628
Website: theterriogroup.com
Looking for more options?
See more Financial Advisors in Port St Lucie →