Broker Check
Can Election Results Predict the Market? It May Be Time for a Financial Checkup Forecast

The Only Advisor You Need

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.

A New Approach to Planning

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.



Read Our Latest Blog Post

We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.

Read More

Our Advantage

We offer our clients a number of advantages, including our independence, dedication, and knowledge.

Learn more

Financial Planning

The act of planning is invaluable when pursuing your goals and we develop strategies that take all of your finances into consideration.

Learn more

Our Process

Before making recommendations, we go through our in-depth comprehensive process to ensure that we are always serving in your best interests.

Learn more

Who We Serve

Our services are comprehensive and we enjoy working with retirees, professionals, and business owners on pursuing their goals.

View Our Services

Have a Question

Name
Email
Phone
Question
Thank you! Oops!