Investment/Life Insurance/Group Benefits

Wiesner Insurance, in partnership with Bruce Moffatt and John Hayes, launched Terra Cotta Wealth Management in early 2014. Terra Cotta Wealth Management brings powerful solutions to the clientele of Wiesner Insurance in the areas of Life Insurance, Employee Group Benefits, Investments, Financial Planning, Tax Planning and Estate Planning.

Terra Cotta Wealth Management is built on the same strong foundation as Wiesner Insurance when it comes to delivering superior customer service and financial advice. The experienced Management Team ensures that clients will always receive the same level of professionalism and expertise that they have come to expect from their relationship with Wiesner Insurance.

Investment/Life Insurance/Group Benefits                                                                                                                                                                                                                    

Terra Cotta Wealth Management Strategies Include:

  • Core Investment Planning
  • Special Situation/Private Investment ideas
  • Next Generation Estate Planning
  • Retirement Planning
  • Philanthropy & Charitable Giving Strategies
  • Life Insurance – Family Income Protection & Tax Free Investing
  • Group Life & Group Benefits
  • Critical Illness Insurance