Welcome to Peterson Wealth

We’re an independent, fiduciary, family business committed to simplifying your finances.

With over 30 years of experience, we’ve developed a specialization in handcrafting solutions personalized to you and your life. A fiduciary approach means we’ll always identify strategies fit for your needs — we have no proprietary products to push and are on your side, always.

Schedule Your No-Fee Consultation

Fee-Only Fiduciary investment firm located in Sparks and Fallon, NV, serving clients locally and across the country

We at Peterson Wealth Management have our clients—and our clients only—in mind. We take great pride in being transparent and unbiased, and in giving our clients undivided loyalty and dedication to help them make financial goals a reality. That's why we are a Fee-Only financial firm.

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We believe that figuring out how to organize your money doesn’t have to be complicated.

And once you fully understand your options, we can work to strive so your money can support you and your goals.

 

Together, We Can Help Ease Your Money Anxieties with Financial Clarity By:

 

 

Understanding You
and Your Concerns

 

Exploring Your
Financial Possibilities

 

Setting Your Solutions
in Motion

 

Need a Hand?

See If We're A Good Fit

We manage assets for individuals and families, providing investment management, and financial planning services.

Schedule Your No-Fee Consultation

Blogs

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

Jess Peterson |
Categories
Finance
Investments
Risk Management
Insurance
A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions. And somewhere in the back of your mind, a question starts to form: What does this mean — for the economy, for markets, for my financial plan? It's a fair question. And the short answer may surprise you. But before we get there, something needs to be said. Events like these ripple through people's lives first...

When the Headlines Keep Changing, Your Strategy Shouldn’t

Jess Peterson |
Categories
Investments
Finance
Risk Management
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...

Checking Your Portfolio Isn't the Same as Reviewing It

Jess Peterson |
Categories
Investments
Retirement
Tax Planning
Risk Management
Estate Planning
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...