Eric Pettitt

PETTITT WEALTH

 

How many years have you been in business? 11 years in the business

 

What product or service do you offer? Financial Planning: Holistic planning for retirement, education, taxes, cash flow, estate, and legacy planning. Customized Investment Strategies: Tailored portfolios to meet client goals, with focus on risk management and asset allocation. Insurance Products: Coverage options—life, disability, long-term care—that integrate with clients’ broader financial plans. Risk Management Solutions: Advice to minimize exposure across investments and insurance, aligned with clients’ tolerance. Tailored services for entrepreneurs, business owners, and individuals seeking long‑term financial success.

What makes your business different, competitive, or unique? At PETTITT WEALTH, we believe financial planning is about more than just numbers — it’s about you. We take the time to understand your story, your dreams, and your challenges to create truly custom strategies that fit your unique path. As an independent firm, we’re free to put your best interests first, without any product push or conflicts. Our approach is deeply relationship-driven, focusing on building trust and walking alongside you through life’s twists and turns. Whether you’re growing a business, planning retirement, or protecting your legacy, PETTITT WEALTH is here to help you build a lasting financial foundation — one designed not just for today, but for generations to come. Your future, crafted with care.

What is the nicest thing a customer has ever said about your business? One of the sweetest things I’ve ever heard from a client is when she told me, “You know, working with PETTITT WEALTH doesn’t feel like dealing with some cold business. It feels like having a dear friend guiding me through every step of my life’s journey. You’ve given me peace of mind when I needed it most, and that comfort means the world to me.”

How has your business found value in your membership with the Gilbert Chamber? Our membership with the Gilbert Chamber has been invaluable for PETTITT WEALTH. It’s given us meaningful opportunities to connect with local business leaders and community members who share our commitment to growth and integrity. Through the Chamber, we’ve built relationships that go beyond networking — they’ve become trusted partnerships that enrich how we serve our clients. Being part of the Gilbert Chamber also keeps us plugged into the pulse of the community, helping us stay informed on local developments and needs. Ultimately, it strengthens our mission to provide personalized, impactful financial guidance to the people and businesses in our own backyard.

What motivates you professionally? I’m driven by the trust clients place in us and the responsibility to guide them wisely through life’s financial decisions. Every success story, every moment of peace of mind we help create, reminds me why I love this work. It’s about more than numbers; it’s about building lasting relationships and empowering people to live their best lives.

What do you consider to be your greatest success? My greatest success in life is my wife and kids—they are my foundation and my greatest source of joy. Their love and support inspire me every day to be the best version of myself. That same dedication fuels my work at PETTITT WEALTH, where I’m honored to help clients build and protect their own legacies. Helping families achieve financial security and peace of mind feels like an extension of what I cherish most in my own life. It’s rewarding to know I’m making a positive impact beyond my family, supporting others as they pursue their dreams.

Who do you look up to or admire? I admire people who lead with integrity, humility, and a genuine commitment to helping others—qualities I strive to embody every day. Personally, I look up to my parents and mentors who taught me the value of hard work, honesty, and putting family first. In business, I admire leaders who prioritize relationships over transactions and who understand that success is about service, not just profit. Their example motivates me to build PETTITT WEALTH as a firm that truly cares about people’s lives and long-term well-being, not just numbers on a page.

When you're not working, where in Gilbert do you spend your time? When I’m not working, you’ll often find me off-roading with my wife and kids—exploring the beautiful trails and wide-open spaces Arizona has to offer is one of our favorite ways to spend time together. Being out in nature lets us unwind, have fun, and create lasting memories. And when we want to relax, we enjoy watching movies as a family—whether it’s the latest blockbuster or a timeless classic. Arizona’s diverse landscapes and vibrant communities make it easy to balance adventure and downtime, keeping me refreshed and ready to serve my clients with energy and focus.