A complete list of active advisors currently associated with Petrarch Wealth Management
Warmer can help you find a great advisor at Petrarch Wealth Management or one who fits your needs even better.
Petrarch LLC provides discretionary and non-discretionary asset management, project-based and comprehensive financial planning, and retirement-plan consulting and management (offering both ERISA 3(21) and 3(38) services). The firm works with individual clients, including higher-net-worth individuals, and retirement plans, managing roughly $11.9 million for about 40 client relationships. The firm’s investment approach emphasizes capital preservation and risk management through behavioral-economics-informed advice, goal-based financial planning, and strategic asset allocation and rebalancing grounded in Modern Portfolio Theory. Petrarch may deploy sub-advisors or third‑party managers when appropriate, monitors accounts at least quarterly, and offers both discretionary and non‑discretionary arrangements tailored to client objectives. Several features distinguish Petrarch from many peers: it is affiliated with an insurance business (Petrarch Insurance Services LLC), with the advisor spending a material portion of time on that activity and receiving separate insurance compensation (disclosed in the brochure). The firm also provides client periodicals/newsletters and runs educational seminars and workshops, and it discloses referral arrangements and ongoing fees when placing clients with third‑party managers.
To learn more about the advisors currently working at Petrarch Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 7
|
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