Financial Advisors
South Ogden, UT
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.
Ideal for: High-net-worth families, business owners, retirees and pre-retirees, widows and divorced women, individuals seeking comprehensive wealth planning
Service area: South Ogden, Utah and surrounding communities
Specialized Niche Expertise: Dedicated focus on high-net-worth families, business owners, and women in transition, addressing unique financial challenges specific to each demographic.
Registered Investment Advisor: SEC-registered firm providing fiduciary-standard investment management and comprehensive wealth planning services.
Comprehensive Service Suite: Offers integrated planning across investments, retirement, estate planning, business succession, and divorce financial planning in one firm.
Address: 1523 Skyline Dr Suite C, South Ogden, UT 84405
Phone: (801) 475-4002
Website: petersonws.com
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