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.
Lower fees for comparable services may be available from other investment advisers. The client is under no obligation to act upon the investment advisor’s recommendations.
Questions we hear a lot
Do I need to be in Chicago to work with Petrarch?
No — we’re virtual-first, registered in Illinois, Minnesota, and California. If you’re in another state, we may still be able to work together. In-person meetings in Chicago are available if you prefer.
Is there a minimum asset requirement?
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.
How is Petrarch different from a bank or brokerage advisor?
We’re an independent fiduciary — legally required to act in your interest, not a company’s. Your recommendations are based on your financial plan — not on which products pay us the most. Your assets are held at Charles Schwab, not with us.
Insurance services are offered through Petrarch Insurance Services, LLC, an affiliated entity.
What does a first meeting look like?
Thirty minutes on the phone or video. Thomas will ask about your situation, answer your questions, and tell you honestly whether he can help. No pitch, no pressure.