This part’s about you.
Schedule a call. Thomas will ask about your situation, answer your questions, and tell you honestly whether Petrarch is the right fit. Thirty minutes. No cost.
Phone: 612.888.0414
Email: thomas@petrarchwealth.com
Location: Andersonville, Chicago, Illinois
Serving: Illinois, Minnesota, and California
The client is under no obligation to act upon the investment advisor’s recommendations.
Questions we hear a lot
No. We’re virtual-first — registered in Illinois, Minnesota, and California, and most of our meetings happen over video. If you’re in another state, we may still be able to work together — and if we can’t, we’ll do what we can to point you in the right direction.
No. We work with people at every stage, from first-job-with-a-401(k) to consolidating-accounts-before-retirement. If you’re wondering whether we’re the right fit, the initial call is the easiest way to find out.
We’re an independent fiduciary — legally required to act in your interest, not a company’s. Petrarch LLC does not receive commissions on investment advisory services, and we don’t sell proprietary products. Your assets are held at Charles Schwab, not with us. Insurance services are offered through Petrarch Insurance Services, LLC, a separate affiliated entity. Insurance products may involve commissions.
Thirty minutes on the phone or video. Thomas will ask about your situation and your goals, answer your questions, and tell you honestly whether he can help. No pitch, no pressure. If it’s a good fit, we’ll talk about next steps. If it’s not, he’ll tell you that too.