About
Pete has a vast experience in the financial industry that started in 1987. He provides personalized, comprehensive financial planning and investment management designed to help his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete also helps clients with their philanthropic requests. Additionally, he works with company retirement plans and counsels owners and management on plan design and strategies. He also meets with the employees of 401(k) plans, providing educational support so they can make wise decisions that will help them reach their retirement goals. Pete joined Wealth Enhancement in 2020 through the SVA Financial acquisition. Pete is married to Katie, and they have two married sons, and two grandchildren which Pete and Katie adore. He enjoys spending time with his grandchildren and family, and also likes to golf, go boating, and travel.
Education
- BS, Marquette University
Resources from Pete Jelacic
No results found
We searched through our content archive and didn't find any matches.
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation