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Our Process:

At Mestmaker & Petrey Wealth Advisors our process starts with understanding.  Before we construct and implement any investment portfolios, we ensure that our team fully understands your financial picture.  Once our team has the complete financial picture, we implement a strategy tailored to your specific investment needs to achieve your financial objective. As the final peace to our advisory process, our team will continually manage your portfolio and make any necessary adjustments due to changes in the client’s investment objectives. This approach to investing enables us to listen more carefully to the client’s needs and objectives so that our team will be better suited to ensure that the client’s goals are met.

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