Home | Petix & Botte Financial

A full-service wealth advisory firm

We are powered by the Family 360 Formula, a process that addresses and unifies our clients’ needs and goals.

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Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Financial Planner

Financial Planner

Financial Planner

Administrative Team

Online investing, personalized for you

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

If you died, what would happen to your email archives, social profiles and online accounts?

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