Midwest-Based Wealth Management Firm, Based in Clayton, Missouri, Seeks Acquisition Partners
Clayton, Missouri, May 12, 2025 (GLOBE NEWSWIRE) — Funded Ventures, in partnership with industry veteran Ryan Bowman, is proud to announce the launch of Terrace Wealth, a new wealth management firm focused on delivering personalized, fee-only financial solutions. Led by Ryan, Terrace Wealth will provide individuals, families, and institutions with customized strategies for investment management and wealth building.
Ryan is a seasoned CERTIFIED FINANCIAL PLANNER™ with over a decade of experience as a wealth advisor. Ryan was previously a partner at a Denver-based wealth management firm, where he spearheaded the successful transition from Raymond James to an independent, fee-only Registered Investment Advisor (RIA). Ryan has an MBA from Washington University in St. Louis and previously served four years in the United States Army as a combat Infantryman, earning the rank of Sergeant and was awarded the Combat Infantryman Badge. Ryan joined Funded Ventures in 2024 as an Operating Partner to launch Terrace Wealth, bringing his passion for transparent, client-focused financial strategies to the Midwest.
Brian Wolfe founded Funded Ventures in 2017 to buy and build small businesses. Funded Ventures previously co-led the acquisition of three businesses in the SEO SaaS vertical with sale to private equity. Brian is a retired partner at Kirkland & Ellis, where he practiced for 17 years, and teaches courses on entrepreneurship through acquisition and private equity at Washington University in St. Louis, UNC Kenan-Flagler Business School and Northwestern Pritzker School of Law. Brian also serves on the board of many civic organizations including the Skandalaris Center at Washington University in St. Louis and is a member of the Young Presidents’ Organization.
“We are excited to launch Terrace Wealth,” said Ryan. “Our goal is to provide a client-focused, holistic approach to wealth management free of conflicts of interest, combining years of experience with a deep understanding of each client’s financial needs.”
Brian added, “Trust and transparency are essential in building long-term financial relationships. We’re committed to working closely with our clients to create tailored strategies that align with their personal and institutional goals. We’re excited to bring cutting-edge wealth management solutions to the Midwest.”
Terrace Wealth will offer a range of services, including retirement and goal planning, cash and money management, tax optimization, estate planning, and risk management. The firm is dedicated to serving individuals, families, and institutional clients across the Midwest, providing personalized, forward-thinking financial strategies that align with their long-term objectives.
The firm plans to grow organically and via strategic acquisition partnerships, positioning itself for long-term success in the wealth management industry. The ideal acquisition partners are fee-only planning-focused firms offering investment management. Terrace also welcomes partnerships with single-owner practices where the advisor wants (or needs) to pull back from the practice to some degree or to realize a gradual exit that retains value, income, and a more ideal day-to-day.
For more information about Terrace Wealth and services offered, please visit www.terracewealth.com or contact Ryan Bowman at ryan@terracewealth.com or (314) 810-4012.
About Terrace Wealth
Terrace Wealth is a fee-only wealth management firm based in Clayton, Missouri, that provides personalized financial strategies, offering services such as retirement and goal planning, cash and money management and estate planning. Terrace Wealth aims to help clients build and manage wealth by tailoring solutions to meet their unique financial goals.
About Funded Ventures
Funded Ventures was founded in 2017 to acquire and grow small businesses. The firm previously co-led the acquisition of three companies in the SEO SaaS sector, culminating in a successful sale to private equity. Funded Ventures is currently building in the home services, legal services, and home health industries. Visit www.fundedventures.com to learn more.
Press inquiries
Terrace Wealth
https://www.terracewealth.com
Brian Wolfe
wolfebd@gmail.com
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