Financial Advisors
Orem, UT
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.
Ideal for: Pre-retirees and current retirees with $1M+, business owners transitioning to retirement, those worried about outliving their savings
Service area: Orem, Salt Lake City, and Utah Valley, Utah
Perennial Income Model™: Proprietary retirement income planning system designed to provide confidence that retirement savings will support clients throughout their lifetime.
Comprehensive Retirement Focus: All-inclusive approach covering retirement income, investments, estate planning, Social Security, pensions, taxes, and Medicare planning in one integrated service.
Free Consultation & Educational Resources: Offers complimentary initial consultations and a free book 'Plan on Living' to help clients understand retirement planning fundamentals before committing to services.
Address: 360 W 920 N, Orem, UT 84057
Phone: (801) 225-0000
Website: petersonwealth.com
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