Who We Serve & How We Help
By Jess Peterson
For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long term.
At Peterson Wealth Management, we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks, such as planning for retirement. Our mission is to provide you with effective strategies and understandable education for the financial challenges you face in your everyday life. By allowing us to take care of the intricacies of financial planning and investing, you can devote more time to your family and passions in life.
What We Do
Peterson Wealth Management is an independent, full-service financial firm that continually strives to build long-term relationships as they walk through life’s many decisions and transitions. As fiduciaries, we put you first, always. Our personalized, unbiased advice allows us to help you make informed decisions and create innovative solutions tailored to your life and goals.
We provide professional assistance in all areas of financial planning, from investment management to insurance to estate planning, and, of course, retirement planning. As a family business with over 30 years of experience, we are committed to helping you secure your future and simplifying your finances so that you can experience financial confidence today and every day.
How We Work
We know that dealing with money is hard. That’s why we provide a simple, thorough, and direct approach that addresses your dreams and concerns and helps you pursue the growth you need. We start with getting to know you before we even look at the numbers. We’ll talk through the worries that keep you up at night and the looming decisions in your life. Then we’ll help you gain a crystal-clear understanding of your options, no financial jargon included! We want you to know what’s happening with your money and be able to easily follow the customized road map we create together.
Who We Serve
We serve a wide range of clients, everyone from pre-retirees getting ready to celebrate this long-awaited milestone to young professionals who are in their accumulation years. Despite their differences in age, career, and background, our clients do have something in common: they are hard workers who want to partner with someone who cares about them and their dreams and will walk alongside them as they pursue their goals. They want to erase the financial anxiety they feel and know that planning is a significant part of that equation. We prioritize relationships, so if you want to call and actually reach someone who knows you, that’s us. If you want to enjoy the company of your financial advisor, that’s us. If you want to know without a doubt that your advisor is working tirelessly on your behalf and has your back, that’s us.
The Peterson Wealth Management Difference
Life is complicated, but your money doesn’t have to be. Nor should you settle for entrusting your money to someone you never hear from or who doesn’t know anything about you other than the balance in your accounts. Our team members come to work every day because we care about you and want to see you succeed. We will always answer your questions and talk to you straight. We don’t try to sell you products. We proactively keep in touch and go above and beyond to give you the service you deserve.
At Peterson Wealth Management, we find no greater satisfaction than in helping our clients live the lives they’ve imagined. If you think our firm would be a good partner for your financial journey, we invite you to schedule your no-fee consultation now!