Use our tax expertise to maximize your total wealth management strategy.
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.
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
2104 SE Rays Way
Stuart, FL 34994
Edina, MN 55436
MON – FRI
8:30 AM – 4:30 PM
Get In Touch
Send your questions directly to us.