Peterson Wealth Advisors

Peterson Wealth Advisors is a retirement-focused wealth management firm serving individuals in Orem, Salt Lake City, and Utah Valley. They specialize in retirement income planning, investment management, legacy and estate planning, Social Security and pension optimization, tax planning, and Medicare/health insurance planning. The firm's proprietary Perennial Income Model™ helps clients design sustainable retirement income to last a lifetime, with particular expertise serving those approaching, transitioning to, or already in retirement.