Will Pettit joined TrueWealth Advising Group in May 2025 as a Financial Professional after earning his degree in Economics from DePauw University. With a passion for helping individuals and families make informed, confident financial decisions, Will focuses on goal-based, long-term strategies tailored to each client’s unique situation. He holds an Indiana Life and Health Insurance License and works closely with clients to develop personalized financial strategies aligned with their goals, timelines, and risk tolerances.
Will brings a strong foundation in holistic financial strategies, built through internships at TrueWealth Advising Group and Lakeshore Financial Group. He also gained valuable experience in private equity at Founders Mosaic Partners, where he contributed to acquisition strategy and financial modeling. At DePauw, Will was a member of the prestigious Management Fellows Honors Business Program and served as Vice President of Marketing for the Interfraternity Council.
A proud native of Crown Point, Indiana, Will is excited to serve the community he calls home. Outside of work, he enjoys golfing, traveling, playing the piano, and spending time with his dog, Copper. TC8030808(0625)3
Will Petit is securities licensed in IN and insurance licensed in IN.