OUR VISION
We believe achieving financial goals requires thoughtful and careful planning. That’s why our team of dedicated professionals is committed to provide direction and expertise to help our clients make informed decisions to secure their financial future.
OUR PROCESS
Tailored Solutions
Our process includes learning about you, and your current financial situation. We work with you to determine where you are right now in your financial journey and where you want to go. Then we go to work to create a comprehensive plan working in concert with your CPA and other trusted professionals to help ensure your individualized plan integrates not only investment management but also tax planning and analysis, risk management, debt management, and estate planning.
Once your individualized plan is determined, the Lelli Pettit Wealth Management team works closely with you to implement the plan while continually monitoring and adjusting on an ongoing basis to ensure it remains aligned with your evolving needs. Whether it is a new family member, the sale of a business, an unfortunate death in the family, we will be here to support and help you, and your loved ones navigate through those life’s key moments.
OUR APPROACH
What you can expect from the Lelli Pettit Team
Step 1
Discovery and Assessment
We work with you in a discovery and assessment session. We take the time to understand your financial goals, risk tolerance, current financial situation, and long-term aspirations. During this time, we will also determine if the suite of services we offer are aligned with what your needs are.
Step 2
Personalized Financial Plan
With the information gathered during the discovery phase, our team develops a comprehensive and financial plan personalized for you. The plan will address various aspects of wealth management, including investment strategies, tax planning, risk management, and estate planning.
Step 3
Implementation and Coordination
After sharing the plan with you and addressing any questions you may have, upon your approval, our team will work diligently to implement the agreed-upon strategies within the plan. This includes coordination with internal and external professionals to ensure seamless integration and execution. We will take care of the entire implementation process, saving valuable time and effort.
Step 4
Ongoing Monitoring and Review
We believe in building long-lasting relationships, which is why we regularly monitor and review your plan and results. We will keep you informed about your investment’s performance, conduct periodic reviews of the financial plan, and make necessary adjustments as your circumstances or market conditions change. Our goal is to ensure that your financial strategies remain aligned with your evolving needs and objectives.
WHY CHOOSE US
The Lelli Pettit Difference
Expertise and Experience
With years of experience serving high-net-worth individuals, we have a deep understanding of the unique challenges and opportunities. Having the support of D.A. Davidson and 87 (will have to change this yearly) years of wealth management expertise we are able to navigate complex financial matters with confidence, speed, and precision.
White Glove Service
We believe in building strong relationships with our clients based on trust, integrity, and a real person-to-person connection. Your success is our top priority.
Comprehensive Services
Our holistic approach ensures that all aspects of your financial life are addressed, allowing you to benefit from a comprehensive and actionable strategy.
Business Owner Services
Our business transition experts in D.A. Davidson provide guidance and advisory services on business liquidation, acquisition, debt access, and succession planning for businesses of all size.
Collaborative Approach
By working closely with your trusted advisors, such as CPAs and Estate Planning Attorneys, we can ensure all facets of your financial life are covered and taken into careful consideration.
Extended Wealth Management Offerings
For our high-net-worth clients, we provide an array of extended wealth management offerings to meet their complex needs. These offerings include:
Wealth
Transfer
We assist you in creating a strategic plan for transferring your wealth to future generations, maximizing the benefits and minimizing tax implications.
Charitable
Giving
We offer guidance and support in incorporating philanthropy into your wealth management strategy, helping you make a meaningful impact through charitable giving.
Private
Lending
As part of our extended offerings, we can provide private lending services, offering you access to tailored lending solutions that align with your financial wants and needs.
Lifestyle
Services
We understand that managing wealth goes beyond financial aspects. Our team can provide lifestyle services tailored to your unique lifestyle needs.
The Importance of Strategic Planning
Securing Your Financial Future
Strategic planning is the cornerstone of financial success. By taking a proactive and forward-thinking approach, we help you navigate the complexities of wealth management and ensure a secure future for yourself and your loved ones.
