Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
At Peterson Wealth Management we are dedicated to the philosophy that our clients should live a rich life in all senses of the word.
We believe our role is to position your family and business so you can achieve your financial goals in a comprehensive, opportunistic, cost-effective and stress free manner. Most importantly, we want to make sure these goals can be reached while being aligned with your values.
With Peterson Wealth Management as your financial partner, you have access to a team of experienced professionals who are motivated by long-term relationships and successful outcomes.
In personal wealth management, we consider your investments and risk management a lifetime project. The process begins with planning and building your wealth, then transitions to planning for a meaningful retirement and legacy.