What We Do


At Pettinelli Financial Partners we pride ourselves on providing a one-of-a-kind client experience


Our Value Proposition


Pettinelli Financial Partners is a multi-generational planning firm that serves families, professionals, and entrepreneurs by helping to grow and preserve their livelihoods, lifestyles, and legacies. We leverage our proven planning process and coordinate the efforts of your entire team of advisors to help you achieve your goals.

Personalization

Our clients are smarter, more educated, and have access to more information than ever before. We believe that they deserve planning and service specific to their unique situation. From day one, we gather as much information about our clients as possible to help ensure their financial plan—and the investments and protection vehicles that go along with their strategy—are driven by clients’ inimitable circumstances and goals.

Reviews

Too often, we hear from prospective clients that they did not have frequent enough contact with their former advisors. Our standard practice is to meet with clients on an annual basis. Some clients warrant quarterly and semi-annual reviews, but every client is given the opportunity to sit with a member of our team to review their financial strategy on a yearly basis. The review process is the cornerstone of one of our major principles: long-term accountability.

Resources

Pettinelli Financial Partners has access to world-class money managers, proven investment strategies, and the highest rated insurance carriers. This access includes the John Hancock suite of products and services, but is not limited to them. We also have a very experienced staff and strong relations at our home office, which correlates with our brand.

Team Approach

Since 2013, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We find that this model allows us to provide better service and stay in close contact with the people we serve. In addition to your dedicated service team, we have strategic alliances with seasoned attorneys, certified public accountants, home mortgage consultants, general contractors, medical professionals, and real estate agents. We believe that when the clients’ team works in concert, the clients have the greatest opportunity for achieving their financial goals. By bringing a whole host of expertise to the table and serving as the quarterback of the extended advising team, clients are better able to maximize their time and focus on more important aspects of their lives, such as their families and careers.

Succession

We often hear that clients lost touch with their former advisor because that person did not implement a succession plan. When you consider our team, we have three generations of advisors. Your lead advisor, Dennis, continues to train, mentor and manage every associate of the firm. Thus, the continuity of service is preserved. We have put systems in place to help ensure that no client is ever without an associate and that our clients may call in to get service, even when their assigned advisor is not available.

We offer a wide range of strategies and services. Once we've established your overall objectives and risk tolerance, we’ll focus on your specific goals by using the tools below.

Services

  • Financial Planning
  • Business Succession Planning
  • Retirement Income Planning
  • Estate Planning Strategies, Creation & Conservation
  • College Savings Planning
  • 401(k) Planning and Rollovers for Individuals
  • 401(k) Plan Design and Maintenance for Business
  • Domestic Partnership Financial Planning
  • Independent Fee-Based Planning
  • Long-Term Care Planning

Strategies

  • Professionally Managed Separate Accounts
  • Mutual Funds
  • 529 College Savings Plans
  • Annuities
  • Long-Term Care Insurance
  • Life Insurance
  • 529 College Savings Plans
  • Disability Insurance
  • Business Development Companies

We also have strategic partners that can assist with wills, trusts, and income tax planning. These services are offered independently of Pettinelli Financial Partners.