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.

Learn More

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

How Hindsight Bias Hurts Investors

Jess Peterson |
Categories
Investments
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...

Planning for the Future: Essential Steps to Secure Your Retirement

Jess Peterson |
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably. 3 But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans. A clearer picture of retirement readiness...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Jess Peterson |
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...