At Peterson Wealth Management, we approach your plan holistically and act in a truly independent manner. We seek to serve as the only financial advisor you and your family will need.
When people hear the term “financial advisor,” their mind often jumps to rollercoaster stock markets, hot-headed investment bankers in suits, and sterile offices. While these are some forms of financial planning, we look at things a little differently.
At Peterson Wealth Management, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.
At Peterson Wealth Management, we use a program called Riskalyze to obtain an “objective”, quantifiable measurement of a client’s risk tolerance. In addition, the software computes corresponding risk measurement scores for each of our investment portfolios. Marrying the two concepts together provides our clients with the peace of mind in knowing that the investments we propose will not subject them to unwanted levels of risk.
We offer our clients a number of advantages, including our independence, dedication, and knowledge.
The act of planning is invaluable when pursuing your goals and we develop strategies that take all of your finances into consideration.
Before making recommendations, we go through our in-depth comprehensive process to ensure that we are always serving in your best interests.
Our services are comprehensive and we enjoy working with retirees, professionals, and business owners on pursuing their goals.
We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.