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The Peterson Process

Our process is designed to be convenient, customized, responsive, continuous, and available. Our steps are as follows:

Step 1: Discovery Meeting

During your initial meeting with our team, we will conduct a complimentary, no-obligation review of your current financial situation. This provides a holistic perspective of your portfolio as we define the intersection between your objectives and the strategies we can provide.

Step 2: Strategy Meeting

Your goals lay the foundation of our partnership. Through gaining a full understanding of your current situation, we can develop a comprehensive model of your financial life. This allows us to identify your cash flow, select tax reduction strategies, build estate distribution projections and more.

Step 3: Research and Analysis

While conducting our in-depth analysis, we can detect any gaps between your objectives and risk tolerance. Our investment philosophy employs leading diversification and allocation strategies to minimize risk exposure while maximizing your wealth.

Step 4: Building Tailored Strategies

We will then craft customized strategies designed to fit the needs of today while finding opportunities to continue your success. Keeping your best interests in mind, all of our plans are dependent on your approval.

Step 5: Implementation Meeting 

As your advocate, we will hire the most competitive companies before putting your plan into action. While implementing your custom strategies, we will coordinate with additional members of your financial team to ensure total integration.

Step 6: Reviewing and Rebalancing Your Portfolio

We prioritize consistent communication every step of the way, and we will work diligently to ensure all areas of your plan meet your expectations. As the market changes and your personal needs evolve, we will stay vigilant and work alongside you to promote your best interests.

As advocates of your continued success, our open-architecture firm was designed to connect you with the best products for your unique financial profile. To provide a truly streamlined wealth management experience, our clients also have access to our professional relationship with accountants and attorneys.


There are inherent risks in investing, including the potential loss of principal. Investment markets will fluctuate and there is no guarantee that an implemented strategy will produce the desired results. Past performance is not a guarantee of future results. Diversification does not guarantee against loss of principal.