Wealth Journey Partners
Wes J Petteway
CEO and Wealth Management Advisor|CFP®
Live The Life You'll Love
Meet your dedicated planning team
“If you want to go fast, go alone. If you want to go far, go together.”
–African Proverb
Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.
Wes J Petteway
CFP®
Principal
Based out of Princeton, NJ, Wes runs a nationwide firm that specializes primarily in working with physicians, business owners and financials professionals to achieve the financial goals for them and their families. As a full-service planner Wes builds roadmaps for his clients to navigate them from where they are today to where they want to be tomorrow.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Tyrel D Jensen
CFP®, ChFC®
Wealth Management Advisor
As someone who holds the CERTIFIED FINANCIAL PLANNER™ Professional designation, I take pride in providing comprehensive planning solutions for our clients. We do this by first learning about your important goals and dreams, and then by providing a customized financial plan that details where you are already doing well and where there might be room to improve. I'm backed by a great team that ensures all of our clients receive top-notch service.
Felix Tuccillo III
CFP®, ChFC®, CLU®, CASL®, RICP®
My team and I specialize in working with individuals, families, and business owners. We build holistic financial plans that include, but is not limited to, insurance planning, tax efficient strategies, retirement planning, education planning, and business succession planning. We look forward to working with you and your families for generations to come.
Jason C. Olenski
CFP®, CLU®, CASL®, ChFC®, RICP®
Life Insurance Specialist
When it comes to his clients, Jason refuses to leave a single stone unturned -- crafting a sturdy and smooth walking path to brighter financial futures for his beloved clients. Along with planning, Jason is an exceptional communicator. He is ultra-effective at taking complicated financial topics, boiling them down to their simplest forms and communicating them in easy to understand ways.
Jay C Burgman
CFP®, AEP®
Long Term Care Specialist
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances.