Petrarch Wealth Management is a fiduciary financial advisory firm serving clients in Illinois, Minnesota, and California, with virtual-first services and an office in Andersonville, Chicago. Operating as a d/b/a of Petrarch LLC, the firm is led by Thomas Tran, CFP®. Its approach centers on putting clients’ interests first, transparent fees, and recommendations based on each client’s financial plan rather than product commissions. Client assets are held at Charles Schwab.

The firm provides integrated financial guidance, including investment management, financial planning, retirement projections, and insurance analysis. It works with people at different stages of life, from professionals navigating a new promotion or workplace retirement plan to couples organizing their finances, business builders evaluating their numbers, and people approaching retirement. Petrarch does not impose an asset minimum and may be able to work with clients outside its registered states.

Prospective clients can start with a complimentary, no-obligation 30-minute conversation. For those who choose to proceed, the firm develops a personalized plan, reviews recommendations together, and adjusts the plan as circumstances change, with regular check-ins and access to an advisor.