Your wealth. For generations.

Create your legacy for those who matter

Petika Wealth Management

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.

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The Petika Wealth Management Group Podcasts

Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

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Pursuing your goals together

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.

  • John T. Petika, Sr.

    John T. Petika, Sr.

    Senior Vice President–Wealth Management

    Financial Advisor

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  • John Patrick Petika

    John P. Petika

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

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  • Frank M. Massotto, Sr.

    Frank M. Massotto, Sr.

    Account Vice President

    Financial Advisor

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  • James Sonny Petika

    James S. Petika

    Financial Advisor

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  • Pamela Claire Dils

    Pamela C. Dils

    Associate Director

    Wealth Management Associate

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  • Mary E. Hobson

    Mary E. Hobson

    Senior Client Service Associate

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A focus on personalized access and service

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.

Legacy Planning

Business transition and succession planning

Business transition and succession planning

Prepared for opportunity, protected during volatility

Live your dream

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.

Watch our webinar

Backed by the strength of UBS

A global leader in wealth management

Best

Global private bank services, 2016-2021
Euromoney Private Banking and Wealth Management Survey, 2021

#1

Global Equity Research 

Institutional Investor, 2021 Global Rankings

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021