Metamorphosis Finance

Building Wealth with Integrity

At Metamorphosis Finance, we savor the artistry of personal finance.

True artistry that can only be found at the origins of a client’s financial journey, because that place is where new possibilities for a brighter future reside, waiting to be discovered, and set-in motion for their benefit. Our cross-sectoral competence in finance, taxation, and law, provides the wherewithal to meet our clients at their point of need, anywhere along the continuum of personal finance. We integrate the aspects of our client’s lives into a coherent pattern, that frees them to pursue the beauty of life, that is distinctly their own. Our capacity for this work and our passion for its successful execution, set us apart from all others. Less than five percent of credentialed financial advisors in the United States are licensed attorneys. Our founder is both.


About Our Founder

Every client’s plan is unique.
Their finances are our Masterpieces.

R. Terese May, J.D., ChFC®

R. Terese May J.D.,ChFC®

Family Wealth Manager
Attorney at Law

As a credentialed financial advisor and bar-licensed attorney, I have specialized in the management of money in transition for over two decades. I provide the financial counsel, and when requested the legal expertise, that strikes the right balance between our client’s quality of life today and wealth transfer to future generations. As a financial advisor I navigate the myriad of tax, estate and personal challenges that arise with the conveyance of Sudden Wealth. As an estate planning attorney, I facilitate the successful transfer of that wealth from one generation to the next, while protecting our client’s autonomy. We have few peers in experience and commitment to assuring our clients preserve and manage their wealth over a lifetime and beyond. Call us or email us today to schedule a consultation.

Professional Credentials

R. Terese May, earned a Bachelor of Science in Business Administration, with a Concentration in Finance, from California State University East Bay, and a Juris Doctor from the Loyola University Chicago School of Law. She is a licensed attorney with the California State Bar. She earned the Charter Financial Consultant (ChFC®) designation from the American College of Financial Services, is licensed with the California Department of Insurance, and is a member of Financial Industry Regulatory Authority (FINRA), holding Series 7, Series 63, and Series 65 licenses, among others.

R. Terese May, J.D., ChFC®

Services

Sudden Wealth Management

Managing a large sum of money, whether inherited assets, retirement accounts, divorce settlements or litigation proceeds, requires real expertise.

Smart Retirement Planning

Planning for post-employment is not an admission of age, but an acknowledgment that empowers you to dictate the terms of your financial future.

Manage Personal Disaster

We never lose sight of the possibility that years of accumulated wealth, can be lost in a flash by uninformed decision-making, premature death, chronic illness and unforeseen tax complications.

Let’s Talk About Your Concerns

Wealth is Freedom

A butterfly is one of nature’s most intriguing creatures. It symbolizes beauty, freedom and transformation.

Wealth is Freedom

A butterfly is one of nature’s most intriguing creatures. It symbolizes beauty, freedom and transformation.

Sudden Wealth Management

Managing a large sum of money, whether inherited assets, retirement accounts, divorce settlements or litigation proceeds, requires real expertise.

Smart Retirement Planning

Planning for post-employment is not an admission of age, but an acknowledgment that empowers you to dictate the terms of your financial future.

Manage Personal Disaster

We never lose sight of the possibility that years of accumulated wealth, can be lost in a flash by uninformed decision-making, premature death, chronic illness and unforeseen tax complications.

Let’s Talk About Your Concerns

Wealth is Freedom

A butterfly is one of nature’s most intriguing creatures. It symbolizes beauty, freedom and transformation.