A complete list of active advisors currently associated with Petros Family Wealth, LLC

Warmer can help you find a great advisor at Petros Family Wealth, LLC or one who fits your needs even better.

Petros Family Wealth provides investment management and financial planning to individuals, high‑net‑worth clients, family entities, non‑profit organizations, foundations, and businesses, overseeing roughly $342 million in regulatory assets for more than 500 client relationships. Services include discretionary and non‑discretionary portfolio management, financial planning and consulting, and coordination with other professionals to implement recommendations. The firm builds tax‑aware, risk‑adjusted asset allocations using a combination of active and passive strategies across equities, fixed income, ETFs and mutual funds, and may incorporate structured notes or held‑away products (e.g., variable insurance and 529 plans) when appropriate. Petros also selects and monitors independent managers, offers access to programmatic platforms (including Wells Fargo programs), and provides periodic performance and consolidated reporting to clients. Noteworthy for a team firm, Petros is affiliated by common ownership with an accounting practice, Petros Family Tax, and discloses shared personnel, reciprocal referrals, and that accounting services are separate and compensated independently. The firm also offers a wrap‑fee program, has a contractual brokerage arrangement (Trade‑PMR / First Clearing/Wells Fargo), and includes explicit disclosures about structured‑note risks and client performance reporting in its brochure.

To learn more about the advisors currently working at Petros Family Wealth, LLC, 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.