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

Market Volatility – Is it here to stay?

Market Volatility – Is it here to stay?

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor; Billy talks about the recent market volatility and what may be causing it. He also shares the actions we are taking in response to the volatility here at PWS....

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Thankful for 25 Years

Thankful for 25 Years

Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Please enjoy some words of wisdom from Billy and Shaun in light of the Thanksgiving holiday....

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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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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