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Comprehensive Wealth Management

Retirement Income Strategies & Financial Planning with a Family Focus

Ready to Talk?
We can help. We work with you to make your money work for you.

Financial Planning

Our proprietary process is based on the proven results of our independent advisors.

Tax Planning

 Use our tax expertise to maximize your total wealth management strategy.

Investment Strategies

We custom-tailor investment strategies geared to enhance your growth potential.

Annuities & Life Insurance

Leverage annuities & life insurance to multiply income & balance your estate.

 

As an Accredited Asset Management Specialist and Chartered Investment Advisor Representative, Michael Terrio and all of the Advisors on the team have more than a vested interest in their clients, they act in a fiduciary capacity, which means they have an ethical obligation to work on their clients’ behalf.
About The Terrio Group

Michael Terrio is the President of The Terrio Group and brings empathy, integrity and a strong commitment to achieving financial success for each new client he meets. Clients become part of the extended family when they join forces with The Terrio Group.

Mr. Terrio believes that communication and interaction with his clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations.

The Terrio Group has offices in Stuart and St. Lucie West on the Treasure Coast of Florida, with a Minnesota branch in Edina. 

 

Our mission is to help our clients find their passion and design a personalized plan to live it.
– Michael Terrio

Our Philosophy

 

Financial planning cannot be effective without considering all aspects of your finances as one cohesive, ever-evolving machine. In doing this, we strive to ensure that all the elements are working together to optimize your financial future.

Our signature process incorporates 8 unique elements, including income, emergency funding, asset building, estate protection, legacy enhancement and protection, and tax planning.

 

 

Location & Hours

542 NW University Blvd, Suite 102 B
Port St. Lucie, FL 34986
772-807-4628

2104 SE Rays Way
Stuart, FL 34994
772-807-4628

5201 Eden Ave.
Edina, MN 55436
763-259-3644

MON – FRI
8:30 AM – 4:30 PM

Get In Touch

Send your questions directly to us.