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About Us

Meet Our Team

Our advisors combine technical skill with a passion for empowering our clients. Each team member is dedicated to delivering thoughtful guidance, informed strategies, and a collaborative approach to your financial success.

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A man in a blue suit and tie is standing in front of a tree.
A woman wearing a purple jacket and a pearl necklace is smiling for the camera.
A man in a suit and tie is standing in front of a tree.
A woman in a white jacket and black skirt is standing in front of a tree.
A young man in a suit and tie is smiling for the camera.
A man in a suit and tie is standing with his hands folded in front of a tree.
A man in a blue suit and tie is standing in front of a tree.
A woman wearing a purple jacket and a pearl necklace is smiling for the camera.
A man in a suit and tie is standing in front of a tree.
A woman in a white jacket and black skirt is standing in front of a tree.
A young man in a suit and tie is smiling for the camera.

Our Process

Our 5-step service model aims to offer insights into your current financial situation, delve into your short-term and long-term goals, and formulate a plan of action to accomplish them.

Fit Meeting

Prior to committing a substantial amount of both our time and yours, this brief 30-minute call provides an opportunity to assess whether your circumstances align with our expertise. The call is complimentary, with no sales offerings involved. Its purpose is to facilitate mutual acquaintance and ascertain if it is reasonable for us to continue working together.

Discovery Meeting

If we mutually decide we're a good fit for each other, we will send you an invitation to begin your own personalized financial planning website that effectively organizes and describes your current financial situation. We will also request a few basic documents like your tax return and account statements for review and analysis to discover what's important for you and your family.

Recommendations Meeting

In a 60-minute session, we will present your one-page financial plan, articulating the clear steps required to achieve your financial goals. The presented recommendations and overarching guidance will encompass your entire financial scenario, offering a roadmap for the development, expansion, and protection of your wealth.

Decision Making

We understand that selecting the appropriate financial partner is a significant choice. Armed with your one-page financial plan, you'll decide whether to execute the plan independently, hire another firm for assistance, or continue to collaborate with us. If you anticipate that we will deliver more value than the associated fees, we can proceed with the client onboarding process.

Onboarding and Implementation

Onboarding as a new client is easy. We’ll gather any additional information needed, set you up with online access, and begin implementing your plan together. Moving forward, we will determine a meeting schedule and our team will be available via phone call or email for any questions you may have.

Your Partners in Financial Success

At Petros Family Wealth, we believe that strong relationships and personalized advice are at the heart of effective wealth management. Our team of experienced professionals brings decades of expertise and a deep commitment to helping you achieve your financial goals. Based in Bloomington, MN, we take pride in serving individuals, families, and businesses with tailored strategies that simplify the complex and deliver real results.

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Why Choose Petros Family Wealth?

We’re More Than Advisors—We’re Partners in Your Success
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Experience You Can Trust
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Personalized Solutions
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Clear Communication
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Commitment to Excellence
CONTACT US

Get to Know Us Better

Curious about our approach or want to meet our team? We’re always ready to start a conversation. Visit our Contact page to connect with us and take the first step toward building your financial future.

Let's Chat
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