Founded by Brandon Peterson, Peterson Wealth Management is an independent wealth management firm based in Salt Lake City, Utah. Operating as a fiduciary, the company is legally and ethically bound to act in its clients' best interests. Their primary focus is on comprehensive retirement planning, utilizing a proprietary process called "Financial Confidence™". This process integrates investment management, income planning, tax strategies, healthcare, and estate planning to create a holistic financial roadmap for clients who are nearing or already in retirement.

Founded in

United States