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Contact

Phone: 801-225-0000
Email: info@petersonwealth.com

 

Office Address

360 West 920 North
Orem, UT 84057
United States

 

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Company address

360 West 920
Orem, UT 84057

About Us

As retirement scholars, we recognize and implement tried and true methods of investing, but are constantly investigating new and better ways to maximize retirement income.

We create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise.

Advisory services offered through Peterson Wealth Advisors, an SEC Registered Investment Advisor Scott M. Peterson, Jeffrey D. Lindsay, and Mark P. Whitaker Investment Advisor Representatives. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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