Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
- Are you nervous about market volatility?
- Do you wonder if you are truly prepared for retirement?
- Do you have specific questions about your financial plan?
- Would you like a second opinion on your investments or retirement plan?
We’re Here To Help Virtually
We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.
In our no-cost introductory phone call, we’ll discuss:
- Which financial questions do you have?
- What worries you about your financial future?
- What are your concerns or goals when it comes to investing?
During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.
How To Prepare For Our Call
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!
Get Started Now
Schedule your free 30-minute introductory phone call today to:
- Plan to maximize your financial future.
- Get answers to your specific questions.
- Get personalized recommendations for your unique situation.
You may also call our Sparks office at (775) 673-1100 or our Fallon office at (775) 423-8007.
Jess Peterson is an investment advisor representative at Peterson Wealth Management, an independent, full-service financial advisory firm committed to providing personalized, unbiased advice. With over 12 years of experience, Jess serves his clients by developing strategies for the myriad of financial challenges and opportunities they face as they move through life, educating and empowering them so they can make informed decisions that get them closer to their goals. Jess is known for building strong, long-term relationships with his clients built on trust, and he works tirelessly to reduce their financial stress so they can focus on the things they love. Jess graduated from the University of Nevada, Reno with a bachelor’s degree in economics and political science. When he’s not at work, you can find Jess staying active by running in various events around Northern Nevada and racing motorsports around the country. He enjoys visiting Tahoe, playing hockey, and snowboarding as well. To learn more about Jess, connect with him on LinkedIn. You can also watch his free webinar on 7 Unexpected Risk To Your Retirement (& How To Plan For Them).
Andrew Peterson is an investment advisor representative at Peterson Wealth Management, an independent, full-service financial advisory firm committed to providing personalized, unbiased advice. Andrew spends his days interacting with clients and building strong relationships while helping them navigate their financial challenges and opportunities. He enjoys educating his clients and acting as their financial quarterback, coordinating various aspects of their finances so they can feel confident and empowered to pursue their goals. Andrew has a bachelor’s degree from Gustavus Adolphus College in St. Peter, Minnesota, and spent 5 years playing professional hockey in Sweden. Outside of the office, Andrew closely follows his alma mater’s hockey team, plays hockey, trains in Muay Thai, and spends time with his girlfriend and dogs.
D. Scott Peterson is an investment advisor representative and the founder of Peterson Wealth Management. With over 30 years of experience, Scott is passionate about helping clients maximize their money and create a nest egg that allows them to find financial security. He is known for his loyalty to his clients, going the extra mile to make sure their financial plan and strategies are still on track to achieve their goals. Scott started Peterson Wealth Management in 2004 because he wanted the freedom to put his clients first and serve them in a way that would truly bring value to their lives. He graduated from Gustavus Adolphus College in Minnesota with a bachelor’s degree in American history and political science and holds a master’s degree in American history from Indiana University in Bloomington. He firmly believes that having an understanding of history helps him navigate the ups and downs of the markets and manage money through crises. When he’s not working, you can find Scott enjoying all manner of winter sports, especially hockey!