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Visit our office today located in Clearwater, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

The Petika Wealth Management Group, part of UBS Financial Services Inc., is dedicated to helping clients navigate the complexities of financial planning with a focus on personalized strategies for wealth preservation, estate planning, and retirement income. Their experienced team emphasizes the importance of building long-term relationships through quality client service and tailored financial advice. Led by seasoned professionals, the group aims to empower individuals, families, and business owners in achieving their financial goals while maximizing potential savings and mitigating tax liabilities. With a commitment to integrity and clear communication, the Petika Wealth Management Group strives to be a primary source of financial guidance for clients across various stages of life. Generated from the website

What Makes Us Different? Can you imagine a financial planning and investment firm that uses a custom family index to guide your investment portfolio in a completely objective manner? With a limited number of clients, and in-house specialist managing your financial affairs? We did, and that’s exactly why we created Flaharty Asset Management. Have you ever asked yourself what a “Fiduciary Standard of Care is” and why it means so much to our clients. If you haven’t – you should. Financial Planners and Advisors in Clearwater, FL The key to any successful firm involves more than just having highly-trained professionals who specialize in what they do - it goes much deeper than that.