Broker Check

What We Do


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


Our Value Promise

Our people, process, and passion inspire us to holistically serve our client families.

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 learn about our clients’ priorities and intentions so that their financial plan—and the investments and protection strategies therein—are driven by the clients’ inimitable circumstances and goals.

Reviews

Too often, we hear from prospective clients that they did not have frequent enough contact with their previous advisors. Our standard practice is to meet with clients on an annual basis. Some clients warrant quarterly and semiannual reviews, but every client is given the opportunity to sit with a member of our planning 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

As an open architecture firm, Pettinelli Financial Partners has access to world-class money managers, proven investment strategies, and the highest rated insurance carriers. We also have a very experienced staff and strong relations with all our business partners, which correlates with our brand.

Team Approach

Since 2012, 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.

Continuity of Service

We often hear that clients lost touch with their former advisor because that person did not implement a continuity of service plan. When you consider our team, we have four generations of advisors. Our team of lead advisors 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 have established your overall objectives and risk tolerance, we will focus on your specific goals by using the tools below.

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

Services

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

Strategies

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