At our firm, we have the client—and only the client—in mind.

Gino Petitta

Gino Petitta

President/LPL Financial Advisor

586-781-7170

Chris Petitta

Chris Petitta

Co-founder/Business Development

Jessica Nelson

Jessica Nelson

Administrative Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.