Education first
We believe you make better choices when you genuinely understand how each benefit works in real life.
Meet Brandon Pettee
Brandon Pettee created Pettee Wealth Management to give educators, school staff, and busy families a welcoming place to unpack financial decisions. You’ll notice the difference right away—our meetings feel like conversations, not presentations.
Each session balances technical know-how with a friendly, patient tone so your questions never feel rushed. Brandon brings over a decade of experience working alongside educators and public-sector families, blending investment planning with practical benefits guidance.
- Licensed financial advisor focusing on workplace benefits and retirement rollovers.
- Helps coordinate benefits between spouses or partners with different employers.
- Advocates for clear, actionable steps instead of overwhelming jargon.
Our guiding principles
Collaboration always
Bring your partner, accountant, or HR contact—we love collaborating so everyone pulls in the same direction.
Kindness matters
Finances can be emotional. We meet you with empathy, patience, and a belief that every question deserves respect.
What it’s like to work together long-term
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Clarify your story
We learn about your classroom, household, and goals so recommendations reflect your everyday life.
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Coordinate the moving parts
From 403(b)s to HSAs and pensions, we help align employer-sponsored plans with outside investments.
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Check in at your pace
We provide light, regular checkpoints—monthly, quarterly, or seasonally—so progress stays manageable.
Let’s get to know each other
Schedule a relaxed benefits review or reach out with a quick question. Either way, you’ll hear from Brandon directly.
Message Brandon