A complete list of active advisors currently associated with Peterson Wealth Management, LLC
Warmer can help you find a great advisor at Peterson Wealth Management, LLC or one who fits your needs even better.
Peterson Wealth Management serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities with comprehensive portfolio management and standalone financial planning and consulting. Services span discretionary asset management across individual stocks, bonds, ETFs, options and private/public investments, and financial planning topics that include retirement, estate, tax planning, education, corporate structure and cost segregation studies. The firm describes itself as a fiduciary that provides individualized portfolios, continuous monitoring and periodic rebalancing, drawing on a blend of asset‑allocation approaches (strategic, dynamic, tactical and core‑satellite) and multiple analysis methods including fundamental, technical and quantitative analysis. Fixed‑income management is characterized by explicit duration constraints and the firm may use both long‑ and short‑term purchase strategies depending on client objectives and risk tolerances. Distinctive features disclosed in the brochure include a relatively small adviser team managing just over $250 million for more than 1,100 clients, producing an unusually high client load per adviser, and representatives who are registered with a broker‑dealer (M.S. Howells & Co.) and licensed as insurance agents, which creates potential conflicts related to commissionable product sales that the firm discloses and addresses in its Code of Ethics. The firm also notes an ownership interest in a separate local business and documents procedures and client disclosures to manage related conflicts.
To learn more about the advisors currently working at Peterson Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sparks, NV
| 7
| |
Sparks, NV
| 38
| |
Sparks, NV
| 15
|
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