Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
The Petika Wealth Management Group Podcasts
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
World's best bank
for wealth management
Euromoney Award for Excellence, 2020-2022
Making the most of your retirement accounts
You've worked hard and carefully invested to ensure that you'll live life on your terms in retirement, but how can you be sure it will be the same retirement you had always envisioned?
High net worth investors are concerned today about having enough to retire. But, with guidance to address your concerns and a sound plan, you can feel more confident in your plans to retire.
Our webinar discusses some important retirement planning issues facing investors today.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.