Richard S. Petrell is an Investment Advisor and Certified Investment Management Analyst with Strategic Wealth Advisors, a Registered Investment Advisory firm. With more than 35 years of experience guiding individuals and families, Rick brings a depth of knowledge, perspective, and steady leadership earned through decades of helping clients build, protect, and transition their wealth with confidence.
Working in a fiduciary capacity, Rick partners closely with each client to design a thoughtful, personalized financial plan aimed at achieving long-term security and a fulfilling, stress-free retirement. His process begins with a comprehensive discovery meeting to gain a clear understanding of your financial goals, investable assets, time horizon, and—most importantly—your comfort level with risk and market volatility.
Whether your needs include wealth management, retirement planning, estate planning, or portfolio preservation, Rick’s focus remains squarely on your success. He develops strategies rooted in time-tested financial principles and proven investment disciplines, ensuring every recommendation aligns with your objectives and values.
Through detailed analysis and comprehensive planning, Rick helps clients optimize Social Security benefits, pension income, and cash flow strategies to support a sustainable retirement income and lifestyle designed to last throughout their lifetime.
As life expectancies increase, healthcare costs rise, and economic conditions continue to evolve, Rick has guided clients through some of the most challenging financial periods in recent history. His steady approach has helped preserve financial security during market downturns while empowering clients to make informed, confident decisions that protect both their wealth and their family’s future.
By partnering with Rick, clients gain a trusted advisor and advocate committed to their primary goal: a complete, integrated Wealth Management plan that supports the dreams they’ve worked a lifetime to achieve—and the retirement they deserve.
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Beneficiary Liquidity Plan
21st Century Trust Funding Method
NOT just for Millionaires and Billionaires
