Terra Blue Wealth Management focuses on building a sustainable legacy and future through thoughtful stewardship of our clients’ personal resources as well as those of the planet.
Quarterly Newsletter
We fell asleep in one world,
and woke up in another.
Suddenly Disney is out of magic,
Paris is no longer romantic,
New York doesn't stand up anymore,
the Chinese wall is no longer a fortress,
and Mecca is empty.
Hugs & kisses suddenly become weapons,
and not visiting parents & friends becomes an act of love.
Suddenly you realize that power, beauty & money are worthless,
and can't get you the oxygen you're fighting for.
The world continues its life and it is beautiful.
It only puts humans in cages;
I think it's sending us a message:
"You are not necessary.
The air, earth, water, and sky without you, are fine.
When you come back,
remember that you are my guests.
Not my masters."
~ Haroon Rashid
Greetings!

In this time of great sorrow and unrest, know that our hearts go out to the many victims and we are dedicated to doing what we can for a more just and equitable world.
News:
We are excited to announce our partnership with TED x Marin !
Please join us for this important talk.
RSVP for more information!
TEDxMarin Presents:
An Evening for Climate Science and Solutions

Thursday, June 25th at 7:30pm ONLINE

This program will discuss:
  • The role climate change may have on future pandemics
  • How sea-level rise and extreme heat will play out in the Bay Area
  • New research on decarbonization solutions and economic impacts of various solutions, including inaction
  • What the Government is planning
  • Future energy technologies and where possible and quicker solutions may be found
  • What human migration projections look like
  • The emotional and human element of adaptation to our new realities.

More info here .
TBWM welcomes Andrea Jilot to our team!
Please join us in welcoming Andrea Jilot to the Terra Blue Wealth Management team! Andrea is Vanessa's sister and recently moved back to California from a stint in Austin, Texas. We love her sense of humor, tech savvy, and proactive approach! Read More.

Andrea can help with any client service needs or general inquiries. Please feel free to call the office or email at info@terrabluewm.com.

Market Update:
Please take some time to listen to the replay of Brad’s quarterly market webinar. Here, Brad offers his observations on market challenges and emerging opportunities that may affect your financial perspective, including:

  • What does the coronavirus pandemic mean for the economy and markets?
  • Are things getting better or worse? How can we tell?
  • How do we return to normal after the pandemic?

You can access the replay here . Enjoy this timely discussion!
Things to Remember:
The SECURE Act
The Secure Act, an expansive retirement law that went into effect January 1, 2020, eliminated the “stretch IRA.”
On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. Once treasury regulations are released, nuances in interpreting this new law will become clearer. Until then, individuals are left to interpret the law’s effects based on the language of the law itself. This article will address what the SECURE Act entails and who it affects, as well as provide suggestions on how to plan for the changes that have been instituted. Read More
The Federal Real ID Act
 Starting October 1, 2020, you will need to show federally-compliant identification in order to board a domestic flight within the U.S. and enter secure federal facilities, such as military bases, federal courthouses, and other secure federal locations. A California issued REAL ID driver license or identification card meets these new requirements and is marked with a gold bear and star. Applying for a REAL ID requires proofs of identity, social security number (SSN) if eligible, California residency, and a trip to a DMV office. More Info!
Around the Office:
Most of our clients use Investor360°® to access detailed account information, tax documents, and their monthly consolidated statements online.
View the  Investor360 ° user guide  for more information.

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Please consider the environment!
Need Access?
If you would like to access your account online but do not have login credentials, please submit your online access request here .
The Greatest Compliment:
It is our belief that the most effective use of our time is servicing our clients who are always our first priority. We believe that helping them pursue their financial goals is the key to building the foundation for a strong relationship. Because of our commitment to our existing clients, we do not spend resources marketing our services to the general public. Most new clients enter our office as introductions from existing clients—clients who have enjoyed the experience of working with us. We find that our clients tend to refer individuals who are like themselves: kind, good people who are serious about making smart decisions concerning their financial future. We, in turn, find it a pleasure to work with these individuals. 

If you are pleased with your experience with us, we kindly ask that you introduce us to friends or family who you think would be a good fit with our practice – Those who are searching for a trusted relationship with a financial professional; who are looking for long-term financial guidance, and who are genuinely nice people.
Get In Touch:
Maureen Maguire, CFP®, AIF®
Vanessa Jilot, CFP®, CRPC®


3030 Bridgeway, Ste 245
Sausalito, CA 94965
Phone: 415.729.9567
Maureen Maguire CA Insurance License 0717283 and Vanessa Jilot CA Insurance License 0G96807 are Registered Representatives and Investment Adviser Representatives with/and offer Securities and Advisory Services through Commonwealth Financial Network®, Member FINRA / SIPC , a Registered Investment Adviser. Fixed insurance products and services offered by CES Insurance Agency.