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

Retirement Framework

Retirement Framework

Peterson Wealth Services’ Point of View:  Shaun Peterson – CDFA®, Financial Advisor. Shaun maps out our retirement framework on the white board. This is a process we go through for every client who chooses to pursue our advanced planning services....

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Market Valuations and Correction Concerns

Market Valuations and Correction Concerns

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor - Billy goes solo with this video. He discusses stretched market valuations and potential causes for a correction. Visuals provided are from our friends at J.P. Morgan....

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Forgotten 401(k) Plans

Forgotten 401(k) Plans

Peterson Wealth Services Point of View: Forgotten 401(k) Plans - Shaun Peterson – CDFA®, Financial Advisor Shaun provides a few quick tips on what to do with old 401(k) plans and what to avoid doing. https://www.youtube.com/watch?v=iPOJW1o80Ks

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Crypto, Inflation, and Market Euphoria

Crypto, Inflation, and Market Euphoria

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor.  Billy and Shaun provide some commentary on cryptocurrencies and where we stand with inflation....

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Stimulus Package and Market Update

Stimulus Package and Market Update

Peterson Wealth Services' Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun break down the $1.9 trillion stimulus package and provide a quick update on the market....

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Meet Jenna

Meet Jenna

Peterson Wealth Services’ Point of View: Meet Jenna Billy interviews our newest employee, Jenna, about her background and her role here at PWS.

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Donor Advised Fund

Donor Advised Fund

This is a short clip about a Donor Advised Fund that we utilize. By using a Donor Advised Fund you can get a tax deduction today for your charitable giving plans both now and for future donations. The nice thing about this fund is you can choose any charitable...

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The Cost of the Pandemic

The Cost of the Pandemic

Peterson Wealth Services’ Point of View The Cost of the Pandemic: Where We've Been and What to Expect Now Listen to Billy and Shaun Peterson as they discuss the struggles we face as a nation and which areas of the economy are poised to benefit the most as we move into...

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Market Sentiment

Market Sentiment

Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun discuss the markets and why sticking to your long-term plan is wise in times of uncertainty.

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FINANCIAL PLANNING FOR TOMORROW

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Phone

Phone: 801-475-4002

Fax: 801-475-4015

Address

1523 East Skyline Drive – Suite C

South Ogden, UT 84405

 

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Office Hours

M - Th, 8:00am - 4:00pm

F, 8:00am - 2:30pm

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