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

Longevity in Retirement & What You Should Know

Jess Peterson |
Categories
Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us 1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jess Peterson |
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Jess Peterson |
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...

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.