WHAT WE DO

Members Of The Equine Industry


The advisors at Peterson Wealth Services are the go to resource for individuals in the equine industry . We have the resources and experience to help you in  your unique situation. All three advisors at Peterson Wealth are heavily involved in the equine industry and therefore, can relate to your hobbies and values. We want to help our clients get organized in all areas, more specifically their financial, emotional and physical lives. We are able to help them put a plan in place to answer the number one question on their mind “Am I going to be ok?”

Billy Peterson, the owner of Peterson Wealth Services, was a jockey in his previous career. While Billy was becoming a successful jockey, he was also attending college and studying financial services. He’s not been in the industry for over 26 years. He started Peterson Wealth Services in 2009 and the company has been named on the Forbes Best in State Wealth Advisors list for multiple years. Our business would not be nearly as successful as it has been without our clients in horse racing and other equine industries. We have come to find that this is our number one niche as we can relate so well with horse owners and enthusiasts. Shaun Peterson has been a financial advisor with Peterson Wealth for roughly 12 years and he has also gotten involved in the horse industry. He is part owner of a quarter horse and is growing a love for the sport. Cade Peterson is the third advisor here at Peterson Wealth. As Billy’s son, he has naturally received a love for horses. He hopes to have a stable of race horses one day.

All three financial advisors are fiduciaries and put their clients needs above their own. They combine for more than 40 years of financial experience and know how to assist you in your financial needs. As members of the equine industry, we know as well as anyone that horses need to be worked into a retirement plan. Give us a call to get started today!

     

    OUR CLIENTS INCLUDE

    EQUINE ENTHUSIASTS

    Are you involved in the horse industry? We specialize in helping horse owners, vets, trainers, breeders, and racing professionals with retirement planning. Reach out to us today!

    BUSINESS OWNERS

    Do you need help when it comes to streamlining your business? We can help you simplify your financial life, preserve your assets, avoid unnecessary taxes and manage your investments.

    RETIREES

    Are you unprepared for retirement? We’re here to help you navigate this important time in your life, helping you preserve your assets, mitigate taxes and maintain a comfortable lifestyle.

    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, UT 84405

     

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    Office Hours

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

    F, 8:00am - 2:30pm