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About Us

Rooted in Georgia, Growing Your Legacy

Our independent, tax-focused wealth management firm is committed to helping you reach your financial goals. We take the apprehension and complexity out of investing so you can keep more of your hard-earned money for retirement and family. We celebrate our shared Georgia roots, and serve clients across the southeast. 


Our Partnership Keeps You on Track

Our wealth management practice grew organically from our CPA business to serve your broader needs. That beginning fostered our attention to tax management as part of everything we do. Our tax-efficient approach to your financial strategy means you can keep more of what you earn for retirement and build your legacy.

Build A Solid Foundation for Your Future

We understand how important your family's security is to you. Your hard work is the basis for their future prosperity, and our comprehensive strategies will help you build confidence and progress toward your ideal future. Our multigenerational mindset helps you optimize your assets for today and tomorrow.

 

We’re Always on Your Team

Like our clients, many of the advisors at Lake Country Wealth Advisors have deep roots in Middle Georgia. We treat every client like family, and work hard to help you pursue your financial goals.

Derek Pettigrew

Derek Pettigrew

Financial Advisor

Nathan Snow

Nathan Snow

Registered Assistant

Michaela Cole

Michaela Cole

Broker's Assistant

Our Goal is to Help You Reach Yours

Our strong values and community devotion require that we give you the best possible opportunity to keep and grow the money you earn for retirement and your family.

Tax-First Wealth Strategies

Taxes and wealth are deeply intertwined. We help you minimize your tax liability and keep more of your hard-earned money through a tax-efficient approach that considers every aspect of your financial picture.

Build Enduring Legacies

Family is important. We want to help you create a legacy that protects them and lasts for generations. With a plan to guide your wealth, you can be confident knowing you are passing on what you intended.

Your Financial Home

We provide everything you need to nurture, grow and preserve your wealth. We strive to be your one-stop-shop for all of your tax strategies, investments and wealth management needs.

Community Minded Team

Our team members live and work in Milledgeville and we cherish the place we call home. From the work we do to the community activities we participate in, we’re honored to serve the people we see every day.

Dedicated to Serving Our Community

Dedicated to Serving Our Community

Lake Country Wealth Advisors is based in Milledgeville, the heart of Georgia, and we are deeply rooted in our community. You are our neighbors as well as our clients, and it’s an honor to help you progress toward the financial goals you have set for retirement and your families' futures. This is our home too, and we take pride in the work we do here.

Services to Support Your Integrated Finances

Services to Support Your Integrated Finances

The wealth management practice at Lake Country Wealth Advisors started as a way for us to help our loyal Pettigrew and Pettigrew tax clients with broader financial questions and concerns. From there, the wealth management business has prospered as you recognize the value of a comprehensive, tax-focused approach to optimizing your finances.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.


Get Your Risk Number

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Who We Serve

Our clients represent every member of our community, including multigenerational families, business owners, and retirees.

Who We Serve

Our Approach

We are here to help you create a truly personal plan, guide you to reach your retirement goals, and build the legacy you desire.

Our Approach

Our Team

The Lake Country Wealth Advisors team offers comprehensive tax and wealth services along with personal support and guidance.

Join Our Team