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Bryce P
Series 63, Series 65
Tigard, OR
Peterson Wealth Management
Bryce Peterson is the sole advisor at Peterson Wealth Management in Tigard, Oregon, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has led Peterson Wealth Management since 2005. Peterson Wealth Management is a state-registered investment adviser providing discretionary portfolio management for individuals, families, and select small organizations, along with 401(k) plan advisory services and periodic financial planning. The firm follows a fundamental, value-oriented investment process focused on free-cash-flow estimates and business valuation, maintaining concentrated portfolios with an emphasis on downside risk control and regular monitoring.
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