Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investment Management

Awards & recognition

  • Avadi Wealth, Forbes Best-in-State Wealth Management Teams, 2026
  • Michael Pettit, Ameriprise Client Experience Award, 2020-2024
  • Michael Pettit, Forbes Best-in-State Wealth Advisors, 2022-2025
  • Michael Pettit, Ameriprise Circle of Success, 2020-2024

Community participation

We’re committed to giving back to our community through ongoing partnerships with local charities. If you’d like to join us at an upcoming volunteer event, please reach out, we’d love to have you!

Honored to be recognized in Forbes

All of us at Avadi Wealth are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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