In the News

In the ever-changing modern financial landscape, it can be hard to make the right choices. Let the team at Peterson Wealth Services help you manage your hard-earned money.

Wealth Services Blog

Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge

Year-End Planning & Outlook

https://youtu.be/hYe6XGXWuDI The information contained in this video does not purport to be a complete description of the securities, markets or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we...

read more

Livastride Bootcamp 2018

Giving back has always been important to me and that’s why I’ve always been proud to be a part of the Livastride Foundation.  Billy started Livastride about 11 years ago in the memory of his late brother, Brody.  Livastride has provided scholarships, helped families...

read more

October 2018 Market Volatility Commentary

Watch as Billy Peterson analyzes charts and discusses how long-term investors can weather market declines. Learn how markets can be volatile in a midterm election year, which is what we are in now. He reminds us to stay true to the philosophy of owning different asset...

read more

Priorities and Goals 2018

We are in the final stretch of 2018 and wow, how the time has flown by! With the final months of the year ahead of us I thought I would take the time to talk about setting and prioritizing goals.  Typically, people are setting their goals around the first of the year....

read more

Investment Planning for Ranchers and Farmers

Growing up on my family’s mink ranch taught me a few important life lessons: work hard, be honest, follow-through on your promises, and no job is complete until it’s done right. I apply these same lessons to my career today. I’m very fortunate to work at a practice...

read more

2018 2nd Quarter Market Review and Outlook

Since our last update on May 1st, all three major domestic equity indices bounced back from near double digit declines to produce positive returns, most notably the NASDAQ as investors flocked to the tech heavy index to buy shares of companies such as Facebook,...

read more

Category Tactical Weightings

2018 Q2 CATEGORY TACTICAL WEIGHTINGS (6-12 months) EQUITY U.S. Large Cap Equity Rating: Neutral We believe Large Cap Equities are fairly valued. Our preference is growth over value. We believe a slight overweight allocation is appropriate given current economic...

read more

FINANCIAL PLANNING FOR TOMORROW

Want to get in touch with one of our advisors? Fill out this form and we’ll get back to you as soon as we can.

Phone

Phone: 801-475-4002

Fax: 801-475-4015

Address

1523 East Skyline Drive, Suite C South Ogden, Utah, 84405

}

Office Hours

M- F: 8:00am - 4:00pm

13 + 8 =