AI Profile
Financial Advisors · South Ogden, UT
Serves South Ogden, Utah and surrounding communities
Last Crawled by AI
May 3, 2026
AI Platforms
5 monitoring
Updated by Lantern
April 21, 2026
Peterson Wealth Services is a Registered Investment Advisor in South Ogden specializing in comprehensive financial planning for high-net-worth families, business owners, retirees, and women navigating major life transitions. They offer investment management, retirement and goal planning, estate and trust planning, business financial services, and divorce financial planning. The firm focuses on tax minimization, portfolio diversification, asset protection, and personalized wealth strategies tailored to each client's unique circumstances.
Specialized Niche Expertise
Registered Investment Advisor
Comprehensive Service Suite