Welcome to Petrichor Wealth Management

Petrichor is defined by Oxford Dictionaries as “a pleasant smell that frequently accompanies the first rain after a long period of warm, dry weather.”

At Petrichor Wealth Management, we know that life can sometimes feel like a long drought.  We all live busy lives and making difficult decisions about one’s finances can be extremely stressful, like soil that has not seen rain forever.

Complex financial situations we face:
What college can I afford for my children?
When can I retire?  Will I have enough money?
How do I reduce my taxes?
What is the best way to make charitable contributions?
How do I efficiently transition my hard-earned nest egg to the next generation of family members?

But after every drought comes rainfall.  This renewing event brings life, growth, and vitality back to the hardened rocky soil.  There is something organic, aromatic, and plentiful when the rains fall.  There is even a sweet smell that happens…Petrichor.

Our story starts with you. 

Learn more about all Petrichor has to offer here.

LPL Research: Outlook 2024