Our Approach
Your Goals, Our Priority
We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.
Helping You Pursue Your Financial Goals
Meet Our Team
Wielinga Petrizzo Wealth Management Group
Mark Wielinga
Senior Vice President/Investments
Russ Petrizzo
Senior Vice President/Investments
1890The Year We Were Founded
and we're still going strong.
5.3Billion in Equity Capital
As of December 31, 2022
4.8Billion in Net Revenues
in 2022.
As of December 31, 2022.
