The future of wealth management.

We feel that we harness human experience and cutting-edge technology to help enable our clients to make the impact they want on the world while living their best life.

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Our Mission

We believe that anyone can change the world for the better. If you have positively influenced even one life, you have changed the course of their life, the lives of their loved ones, and our collective world. However, we recognize that wealth often limits the impact even the most well-intentioned can make globally.

Founded in 2022 on the principle that personal wealth is our most significant obstacle to impact, Petrarch pairs industry-leading technologies with human experience to help transform how good people build wealth. 

We help our clients spend less time worrying about money and more time on the people and causes that matter most.

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Our Technology

Petrarch combines the power of advanced analytics, the familiarity of human connection, and the convenience of user-friendly interfaces to help good people make the impact they want on the world while living their best life. 

We craft your roadmap to success; our technology puts it at your fingertips. Welcome to the future of finance.

Our Team

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  • President & Founder

    As a CERTIFIED FINANCIAL PLANNER™, Thomas brings expert financial experience, working with families, business owners, and nonprofit entities through comprehensive financial planning and asset management alongside an emphasis on sustainable investing & philanthropy.

    Thomas received his Masters of Science in Personal Financial Planning from the College for Financial Planning in 2020 and his Bachelor of Business Administration from the University of Minnesota Duluth in 2018. During his undergraduate program, he studied at Linnéuniversitetet in Växjö, Sweden, proudly labeled as the “Greenest City in Europe.”

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  • Marketing Associate

    Austin is focused on improving the financial lives of others for greater social impact. He brings experience in advertising strategy, having worked on nationally recognized brands such as Arby’s and Paramount’s TV shows.

    Austin received his Bachelor of Science in Marketing from the University of Minnesota in 2024. During his undergraduate program, he studied at Università Bocconi in Milan, Italy, to learn about fashion and international business.

Contact us

Interested in working together?