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Wealth Management Services

At Kanai Pettigrew Financial Group, we live and work in the same environment you do, and we understand the challenges you face.  We speak your language and are committed to making your life easier. We listen closely and discuss your financial portfolio to build wealth by design that meets your needs.  

We can help you establish your personal financial goals or assist business owners in designing affordable benefit packages to attract and retain key employees.  We also work in tandem with other professionals, such as CPAs or estate planning attorneys in order to be more efficient with your assets. More importantly, we can put a plan in place, then help you take the necessary steps to make your goals become a reality. Your dreams are important to us, and we will work with you on the journey to keep you on track to reach your goals.  

Choosing a wealth manager is an action in trust.  Kanai Pettigrew Financial Group understands the importance of this relationship, and our team works diligently to earn and maintain that trust through our integrity, and commitment to service.

Contact us to start your plan toward financial freedom; we would enjoy learning more about your goals and dreams.

Portfolio Management

Determining your financial risk and creating a financial plan is only the beginning of the processLearn more

 Wealth Planning

Our financial planning services are built on trust, transparency and accountability. Learn more

Insurance Needs Analysis – Risk Management

It is usually the event for which you are unprepared that destroys your security. Insurance can often provide a cost-effective way to cover risk from unanticipated events. Learn more

Estate Planning

Estate planning can minimize the administrative burden to your heirs. Learn more

Small Business and Employee Benefits

Your profitability is driven by reducing your costs, and many businesses are paying too much for their employer-sponsored benefits. Learn more

Employer Sponsored Retirement Plans

Retirement Plan Sponsors are responsible for providing their employees with a retirement plan that maximizes the benefit to the participants while working efficiently for the company. Learn more