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, 2023
$4.43Billion in Net Revenues
in 2023.
As of December 31, 2023.
