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. Fee-Only Certified financial planner 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. We believe that figuring out how to organize your money doesn't have to be complicated.
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. We believe that figuring out how to organize your money doesn't have to be complicated.
Services
Helping you navigate your finances is our mission, meaning we've strived to simplify the financial lives of our clients for over 30 years. We take a personal approach because that's what we were founded on. As a fiduciary and family business, we extend to you the same kind of true-blue sincerity that we've fostered among our family and team here at Peterson Wealth.
As you move through different chapters, your needs and concerns shift. Early in your career, you may wonder how to start saving and investing for future goals, like buying a house and sending your kids to college. When you prepare to leave your working days behind, you might have questions about supporting yourself and your loved ones through and beyond your golden years.
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. 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.
You've decided to find a financial advisor to partner with on your journey to financial success-congratulations! Now that you're starting to research financial advisors, you've probably come across the term "fee-only." This term is usually used to describe registered investment advisors (RIAs), who provide services and planning that, by law, can only be in your best interest.
Reviews
Be the first to review Peterson Wealth Management.
Write a Review