How does PETTIBONE WEALTH MANAGEMENT, LLC help clients?
PETTIBONE WEALTH MANAGEMENT, LLC provides expert financial advice to individuals and families seeking to maximize their wealth and achieve their financial goals. With a team of experienced and knowledgeable advisors, they offer a range of services and resources to help clients make informed financial decisions.
Facts and Insights
With over $2 billion in assets under management and a team of 15 advisors, PETTIBONE WEALTH MANAGEMENT, LLC has been in business for more than 30 years. They have built a reputation for providing client-centric services and creating customized financial plans to meet each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 15 | 30+ years |
Financial Services Offered
PETTIBONE WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, education planning, and estate planning. They also provide personalized financial consulting and guidance to help clients navigate their financial journeys.
Client Types
PETTIBONE WEALTH MANAGEMENT, LLC caters to a diverse client base, including high net worth individuals, retirees, families, and business owners. Their services are tailored to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
PETTIBONE WEALTH MANAGEMENT, LLC is a fee-only financial advisory firm, which means they do not receive commissions or compensation for recommending specific investments. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
PETTIBONE WEALTH MANAGEMENT, LLC was founded in 1989 by John Pettibone, a seasoned financial advisor with over 40 years of experience in the industry. The firm is headquartered in New York City and has several offices across the country, serving clients nationwide.
Financial Advisor Disclosures to Know
PETTIBONE WEALTH MANAGEMENT, LLC believes in transparency and ethical practices, and they abide by all industry regulations and codes of conduct. As registered investment advisors, they are required to disclose any potential conflicts of interest, providing full transparency to their clients.
Overall, PETTIBONE WEALTH MANAGEMENT, LLC stands out as a reputable and reliable financial advisor, serving clients with integrity, expertise, and a client-centric approach. They strive to empower clients to make informed financial decisions and achieve their long-term financial goals.