Get to Know Eric Pettitt

Eric PettittPETTITT 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