Who We Are
A Legacy of Trust & Excellence In Wealth Management.
We were founded on a simple yet powerful principle: to provide personalized wealth management services that help our clients achieve their financial goals with confidence and peace of mind.
The core foundation of Mestmaker & Petrey Wealth Advisors rests on a single, meaningful principle.
Our journey began with a vision to create a different kind of wealth management firm—one that prioritizes relationships over transactions and long-term stability over short-term gains.
Our roots in California’s Central Coast and Central Valley have given us a unique understanding of diverse financial landscapes. We’ve built our reputation by serving an eclectic portfolio of clients from various industries. From the agricultural heartlands to the oil and gas industries to the coastal economies, we bring specialized knowledge and tailored strategies to meet the diverse needs of our clients.
Our Philosophy
Value-Oriented Investment for Long-Term Success.
At Mestmaker & Petrey Wealth Advisors, we believe in a disciplined approach to wealth management that emphasizes quality investments and strategic planning. We are not a high-growth firm chasing the latest market trends. Instead, we focus on identifying genuine value and opportunities that align with your specific goals and risk tolerance.
Our investment philosophy is centered around the “sleep at night factor”—ensuring our clients can rest easily knowing their financial future is secure. We achieve this through careful risk management, diversification across asset classes, and a commitment to staying the course through market fluctuations.
As long-term, value-oriented investors, we take advantage of opportunities when they arise but never compromise our principles for short-term gains. This measured approach has served our clients well through various economic cycles, allowing them to build and preserve wealth with confidence.
Build Your Wealth
Personalized Strategies,
Exceptional Service.
We understand that your financial journey is unique. That’s why we take the time to understand your goals, risk tolerance, and timeline before developing a tailored strategy that aligns with your vision. As fiduciaries, we are legally obligated to act in your best interest, providing transparent advice and solutions that prioritize your needs.
How We Work
Committed to a thoughtful, value-focused investment philosophy.
What sets us apart is our commitment to ongoing communication and relationship building. We believe that regular interaction through monthly check-ins, quarterly reviews, and annual meeting is essential to successful wealth management.
Build Your Wealth
As fiduciaries, we are legally obligated to act in your best interest at all times.
This commitment to putting clients first informs everything we do, from the investment models we build to the recommendations we make. You can trust that our advice is always aligned with your goals, not our bottom line.
Our Commitment
We Provide Excellence in Every Interaction.
At Mestmaker & Petrey Wealth Advisors, excellence isn’t just a goal—it’s our standard. We are committed to providing exceptional service in every interaction, whether you’re a long-time client or exploring our services for the first time. Our team works tirelessly to ensure that your experience with us exceeds expectations and that your financial strategy remains aligned with your evolving needs.
We believe that financial confidence comes from understanding, which is why we prioritize education and transparency in all our client relationships. From explaining complex investment concepts in clear terms to providing detailed reports on your portfolio performance, we ensure you have the information you need to make informed financial decisions with confidence.
Our commitment to excellence extends beyond investment performance to encompass every aspect of our service—from the warmth of our welcome when you visit our offices to the promptness of our responses to your questions and concerns.
