Wealth Management for Discerning Investors
Petra provides professional investment management, comprehensive financial planning, tax planning and estate planning services all with white-glove service, rooted in the highest ethical and biblical principles.
As pure fiduciaries, our mission is to help you achieve financial security, steward your resources wisely, and live abundantly in alignment with your convictions, commitments and callings.
We excel with discerning investors, pre/retirees, and families with $500k+. We also work with select investors on their way to those levels of success.
Serving Pre-Retirees, Retirees, Families
You've worked diligently, are successful and have over $500k in investable assets, including 401(k)s, or perhaps you're still on your wealth-building journey, and you're ready to elevate your financial future with more abundance and peace of mind.
Your Path to Clarity and Abundance
What is Available?
Can Petra be my guide me in a pathway forward as my fiduciary? As my fiduciary, are you able to put my needs first and to minimize conflicts of interest
How to Receive it?
Engage a Fee-Only Fiduciary as your trusted advocate. Petra is ethically and legally bound to act in your best interest-unlike advisors who get paid by other companies to promote their products. We work only for you.
What to Do with it?
As the "hub of your financial team" Petra will coordinate with other professionals to achieve better outcomes. Your full engagement and communication does wonders-so we can deliver for you and your family.
What is Available?
What if we're still growing our wealth, but are not at the $500k-$1M level yet? Can Petra still work with us and help us maximize our net worth and map a pathway forward?
How to Receive it?
Begin with a discussion to find a cultural fit-are you energetic and able to commit to a Financial Plan? If so, we may be a good fit to help you grow your wealth and achieve your goals of prosperity and wealth.
What to Do with it?
Knowing what you can do with your success is a great motivator to get there! Establishing your deep inner goals, and aligning to these, is part and parcel of our process with every client and will be a beacon we use to navigate your journey forward.
What is Available?
Can Petra design or implement investment strategies or portfolios that are both personal, and that also achieve greater than what I'm getting currently?
How to Receive it?
Petra directly manages the portfolios of clients we engage. We use proven strategies-based on research, track record and cutting edge technology-to maximize returns while managing volatility and risk.
What to Do with it?
Imagine what a portfolio comparison could do for you-could a realignment change your financial trajectory? Reach out and get a Free Assessment and see for yourself how Petra might magnify your financial future.
What is Available?
Can Petra manage my 401(k) or retirement plan now-while I'm still working, to maximize what's available in the future?
How to Receive it?
Touch base and find out if your 401(k), 403(b), TSP or other employer plan qualifies for Petra's professional, tailored management. If qualified, onboarding takes only 30 minutes to complete.
What to Do with it?
Compounding growth, over time, has been called one of the great natural wonders of the world. What that looks like for you-what unfolds after retirement-may greatly upgrade your financial future and vistas for living, giving and making a lasting impact.
What is Available?
What are the benefits of having Petra build a custom Tax Plan for us? How do you work alongside my CPA, and what extra values does this offer?
How to Receive it?
Contact us to learn more about a professional Investment-Aware Tax Plan and how this can impact my current and future tax exposure, savings and wealth.
What to Do with it?
We coordinate with your tax-preparer or CPA, estate impacts as well as other dimensions. Considering all things available to build a "best path forward" can yield tremendous improvements for many clients in "tax alpha".
What is Available?
Can Petra build a Comprehensive Financial or Retirement Plan for us? What about Wills, Trusts and Estate Plans? Can they help with a plan even if we're still building toward the $500k+ level?
How to Receive it?
Set up a discussion about your personal needs and situation. If we are a good fit, we'll assess construction or assistance in building anything necessary for your personal or business financial success. For those clients who are building toward the $500k+ level, plans are essential to future success.
What to Do with it?
What does Fiduciary Stewardship across generations look like for you, your family and your giving? If you could live an abundant life now, and impact future generations in very meaningful ways, would this make a difference for you? Let's discuss the kind of improvements having plans can make now, and in your future.
What's Your Story Arc?
From the start of our Life Journey-to marriage, children, accumulating wealth and planning our success-to then retiring and finally enjoying the fruit of our labor and eventually our legacy for the future we provide-we can intentionally count the cost, build with clearness and concern and progress with a clear vision.
Let's plan a story that wins now and can have an impact for years to come.
Children
Petra Wealth Management Education Planning
Examine the power of compounding returns for your children and family's future wealth.
Oversight-making sure your beneficiary settings and methods will produce your desired goals. Do they integrate with state laws, wills, trusts and estate plans?
Marriage & Accumulation
Let's discuss how to improve your 401(k) or other retirement plans.
Are you maximizing this opportunity for your future weatlh?
Do you have 3-6 months ready? Financial robustness.
Do you have "zombie" 401(k)s or IRAs out there that could be managed and maximized?
Those who get an early start on planning have a much stronger likelihood to maximize their success when they do retire, but also to improve their peace-of-mind.
Pre-Retirement
Are they in order?
Are the intelligently structured? Where are you on your trajectory? Do we need to adjust?
Would knowing this make you feel more powerful, peaceful and in control?
These should be considered a part of your holistic portfolio--they all matter.
Are tax burdens becoming top concerns? Have they become a thorn in your side?
Let's examine how much can be saved with tax efficient management and planning. You may be amazed at the lifelong savings that a Tax Plan can bring your family.
Eye. Opening. Sometimes the first is really last and the last is really first.
Let's examine scenarios to identify, in light of your entire portfolio and wealth, which approach predicts the best future for you.
Progress Checks. Let's touch base as we review goals-have they changed?
Let's stay aligned as teammates working toward the same goals.
Retirement
Reset.
Your.
Thinking.
It's time to become abundant "LIVERS" in your retirement. You should enjoy your distribution phase-as much as you worked hard in your accumulation phase.
The more abundant life, enjoying the fruits of your labors and living your dreams is our aim here.
Required.
Minimum.
Distributions.
Let's pin down what the RMDs are for you, and how to use these to your advantage. Let's discuss how Petra does this, including Roth Conversions and other approaches.
Sequence of Withdrawals Risk.
Let's assess how to distribute your abundance in ways that provide even more prosperity for you. The HOW of receiving your money matters.
So, your life and goals are secure and being enjoyed. What's next?
Let's make sure your future's future is solid too. We can help you examine and establish these important aspects of your plan, so your wealth continues serving your family and friends for years to come.
Legacy Estate
Using technology partners, scrivener services and partner legal firms, we can assist you in building a compentent and solid estate plan.
Doing all things well--wouldn't it be great to give in a way that maximizes what you've built?
Let's sit down and visit about how to give in a way that multiplies your giving.
What a goal this is!
We can plan and act in ways to provide for future generations, and leave an inheritance for our children's children.
Let's examine how to build a vision for our heritage for years to come.
Petra Wealth's Trusted Professional Partners
Grab Your Free Guide Now
Looking to take action and upgrade your future? Grab your Free copy of The Discerning Investor's Guide to Financial Fitness and take the first step today!
Meet Your Team Behind The Scenes
Meet the team at Petra Wealth Management, where we work to help you live a life full of power and abundance. We’re dedicated to helping you prosper in your finances, peace of mind and financial health-to successfully navigate toward a future filled with purpose and prosperity.
Our Process -Your Story.
Discover our easy three-step process tailored for discerning investors, busy professionals, pre-retirees and families to see if we're the right fit for your financial journey
Schedule a 15-Minute Intro Call
Our first conversation is an opportunity to explore your story-your financial goals, your dreams questions, and concerns. If we both determine we make a great fit, we'll formalize our partnership with an engagement letter, setting the foundation for the next steps.
Discovery Meeting
This virtual, coffee or in-person visit can take an hour or so and provides a time for a review of your financial landscape. We'll examine your details and ensure a clear understanding of your current situation.
We want a clear diagnosis, before we begin action to remedy or improve. If indicated, fiduciary investment oversight may happen next and we may open or transfer accounts and begin maximizing your portfolio.
Wealth Assessment Review
During our consultation, you’ll receive a personalized Wealth Insights Report, highlighting our expert observations and the tailored strategies designed to enhance your financial future. We’ll break it down in clear, straightforward language, showing you how to maximize your investments, manage risk effectively, plan prudently, and move toward your wealth and prosperity goals.
