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

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Jess Peterson |
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...

Retirement nearing? Do these 5 things first.

Jess Peterson |
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

FAQ

Q

Can Peterson Wealth Management work with clients outside Nevada?

Yes.

Although our offices are located in Sparks and Fallon, Nevada, Peterson Wealth Management serves clients throughout the United States where registration requirements allow. Many meetings can be conducted virtually for your convenience.

Q

Do I need to have all of my finances organized before contacting you?

Not at all.

Many people reach out because they're looking for clarity, not because they already have everything organized.

We'll help you understand where you are today, identify opportunities for improvement, and create a plan that gives you confidence moving forward.

Q

What happens during the first meeting?

Your first meeting is a relaxed, no obligation conversation.

We'll discuss:

  • Your financial goals
  • Current concerns
  • Retirement questions
  • Investments
  • Financial priorities
  • What success looks like to you
     

It's an opportunity for both of us to determine whether we're a good fit before moving forward.