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

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

Is Hiring a Financial Planner Worth the Money?

It’s sad but true that most good intentions are never seen to completion. Why do some people stick to their “knitting” while others put down the yarn and move on to something else? Often the difference rests with having an accountability partner. As the saying goes,...

read more

2018 Best In State Wealth Advisor

Forbes announced their annual list of Best In State Wealth Advisors and Billy Peterson was number nine in the state of Utah! "This year's Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their...

read more

Should you consider a 529 Plan?

Should you consider a 529 Plan? Billy Peterson, President You’ve been saving money your whole life and have always set aside funds for purchases before you make them. Now it's time to consider how to maximize those savings when it comes to planning a college education...

read more

WHAT’S NEW AT PETERSON WEALTH SERVICES?

Billy and Heather are grateful to have survived another year with all of the craziness involved in raising 5 high energy children. Billy enjoys taking care of his horses, discussing horse racing business with friends and family, and keeping his sanity by working out...

read more

Questions and Answers With Billy Peterson

Q:  What are the biggest mistakes people are making when it comes to their finances? A:   The two biggest mistakes people make are first off, they aren’t proactive. We have found that almost all investors wish they would have started sooner. In general, people are...

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

F: 8:00am - 3:30pm

15 + 7 =