TerraWealth

When you’re building your financial plan, it is imperative to understand all your options before filling up your plate. Wealth management is not just about money—it’s about your life as a whole.

We offer a limitless range of investments, insurances, and other financial products, empowering advisors and clients to have full freedom. Through this synergy of trust and confidentiality, we align goals and resources to reveal A World Of Wealth Opportunity to everyone.

Learn more at our link in bio.

Meet Jeremiah Diamond, Founder & EVP of Business Development. With nearly two decades of experience running a successful business, Jeremiah prides himself on being accessible to his clients.

A veteran having served eight years in the US Military, he is an excellent communicator who consistently meets his clients’ objectives.

Visit our link in bio to learn more about opening up a World Of Wealth Opportunity to your practice and your clients.
Jeremiah Diamond

Meet Joshua P. Mauk, Founder & President. A passionate educator of the core fundamentals of building wealth, Joshua has significant past experience helping blue-collar, middle-class Americans.

With nearly two decades of experience in financial planning and a strong desire to remain progressive, he has been instrumental in our driving force to couple financial planning with a 21st Century foundation.

Visit our link in bio to learn more about opening up a World Of Wealth Opportunity to your practice and your clients.

Meet Duane Morrow, Founder & Chief Acquisition Officer. After 32 years of successful service in the financial industry, both in the US and Europe, Duane retired to explore new territory and a progressive approach to financial planning in the 21st century.

After suffering a broken neck while playing rugby, Duane changed course. He now mentors other people with similar injuries, while also competing as an elite wheelchair athlete. This, alongside his dedication to passing his wealth of knowledge down to other advisors, positions Duane to serve our team in fundamental ways that no other can.

Visit our link in bio to learn more about opening up a World Of Wealth Opportunity to your practice and your clients.
Duane Morrow

Meet Emily Schultz Enriquez , our EVP of Advisor Solutions. Emily offers significant experience in retirement planning and client communications and has a history of elevating service quality and fostering practice growth for advisors.

Whether you’re an advisor seeking to streamline your practice or a client seeking actionable financial guidance, Emily’s dedication will help you achieve your goals.

Visit our link in bio to learn more about opening up a World Of Wealth Opportunity to your practice and your clients.

Meet David May, Founder & Chief Compliance Officer. A proud US Army veteran, David brings over three decades of experience to TerraWealth, including delivering required training to FINRA’s Best Interest Regulation and the Department of Labor’s Fiduciary Standards Rule for Financial Advisors.

With a passion to connect advisors with the absolute best tools and resources, he is our driving force for cutting-edge technology and products.

Visit our link in bio to learn more about opening up a World Of Wealth Opportunity to your practice and your clients.

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Meet Annette McKeown, EVP of Technology & Marketing. Annette has been with our family since the inception of TerraWealth, bringing over a decade of brand and marketing experience to the table.

Helping us define our brand identity and setting up our technology infrastructure, she has been crucial in shaping our firm from the ground up and executing our full library of marketing collateral. She continues to support our team and serve as our team’s foundation.

Visit our link in bio to learn more about opening up a World Of Wealth Opportunity to your practice and your clients.

Meet Scott Leonard, Founder & CEO. A 17-year veteran in the financial space, Scott leads with a servant heart. As a passionate strategic leader, he brings a wealth of knowledge to our team, creating a uniquely exceptional ecosystem for 21st Century financial planning.

Visit our link in bio to learn more about opening up a World Of Wealth Opportunity to your practice and your clients.

Our vision for financial planning has become a
reality — and we couldn’t be more excited about it.

Collectively we work smarter with a tech-forward platform, an unbiased product suite, and 150+ years of industry experience.

If you're looking for a new way forward, you've found it.

As a member of the Terrawealth advisor family, we toss the ownership baton to you and your practice.

Our advisors have true ownership of their book of business. If you can’t say that about your current company, it’s time to start thinking about joining us.

Visit our link in bio to learn more about opening up a World of Wealth Opportunity to your practice and your clients.

We provide advisors access to a field~tested veteran leadership team. This mentorship, coupled with our tech~forward platform, positions your business for long term success.

How many financial advisors have you witnessed quitting the industry? If you’re done being frustrated with an old model that doesn’t work~we’re waiting for you.

On average, 9 out of 10 financial advisors don't make it past the three-year mark. Why? Lack of resources and mentorship.

TerraWealth's full-hybrid model is backed by 150+ years of financial services experience. Through this foundation, we empower our advisors to achieve equity ownership and true autonomy.

Discover a World of Wealth Opportunity with us.

We can’t help but embrace each other when we meet, a testament to the bond we’ve forged over the past few years.

Together, we’ve built something truly important and for that, we were incredibly grateful.

Our vision has become a real reality, opening new doors for financial advisors across the country.
All while serving our clients with transparency and integrity and guiding them towards their financial goals. If you share our ethos and are ready for a new way forward reach out to us.

Terrawealth began with a group of us doing a whole lot of pondering. We had spent years working in the financial space feeling frustrated and burnt out by an outdated system that simply wasn’t working.

So we used 150+ years of combined experience to do something about it. We built a new way forward~that ensures our advisors can work smarter and with true autonomy.

One that opens up a World of Wealth Opportunity.

Make your last career move and join us in our vision.

TerraWealth is built and owned by advisors and designed for advisors—with a new vision for financial planning.

We offer equity ownership with the smartest tools, a limitless index of products, and access to real mentorship. So you can serve your clients better and build your wealth and lasting legacy with us.
Mink

New RMD rules will impact you whether you're planning for retirement or are already there. Understanding these new regulations will help you protect your savings and keeping you on track with your goals.

Preserve your future and reach out to an advisor to learn more about how TerraWealth can help you discover a World of Wealth Opportunity.

It was an honor for Terrawealth to be asked by Kensington and Liquid Strategies to be a part in the launch of their new fund KHPI. Being there for the closing bell was incredible and we can’t wait to go back!

Seth Wernick Joshua P. Mauk Scott Leonard Aaron Fisher

As we continue to grow our family of advisors, we celebrate our newly extended family and the time we have spent together. We’ve all grown with a new vision, not just for our industry, but also for our families.

Terrawealth invites you to join our collective journey towards excellence. If you share our ethos of integrity and are looking for a better way~reach out to join us.

Our vision is award-winning in the eyes of both advisors and clients. That’s because everyone wins with a model that provides our advisors with everything they need to offer holistic full-hybrid financial planning to their clients.

Empowered through unbridled products and services, a tech-forward platform, experienced leadership, and equity ownership—advisors are now able to bring a World of Wealth Opportunity to themselves just as they do their clients.

Are you ready to join us?

We empower our advisors to stand on their own stage, building their business on their own terms.

If you’re an advisor, looking for a new way forward~join us in setting a new standard for client service.

Mentorship that empowers you to grow your business exactly the way you envisioned.

-advisors

Would you rather hand over your book of business or own your book of business?

If your answer is the ladder reach out to us to make the last career move in your advisor career.

Backed by 150+ years of industry experience and supported by a full hybrid model, Terrawealth is committed to field force equity. Reach out to our advisors to hear for yourself.

🏌️‍♂️ Great day on the course with the TerraWealth team at Cottonwood Country Club in Sun Lakes, AZ!🌵 Proud of the culture we’ve created—a true team where support and camaraderie drive our success.