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

What to Do With Your Next Dollar: A Financial Order of Operations

Jess Peterson |
Categories
Finance
Savings
Investments
Retirement
Risk Management
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...
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Common Retirement Regrets—And Proactive Moves to Consider

Jess Peterson |
Categories
Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim Social Security.” Hindsight hits hard when it’s tied to your potential freedom and options. The good news? There may still be opportunities to make meaningful changes that could benefit your future. Let's break down the most common retirement regrets—and what you can do right...

What 2025 Taught Us About Staying the Course

Jess Peterson |
Categories
Investments
Finance
Risk Management
Retirement
Some years pass quietly. 2025 wasn't one of them. Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded. 2025 Market Volatility: A Year in Review Even those who tried to tune out the noise found it crashing through anyway: The Spring Selloff...