Skip to main content

Free Consultation

Ready to get started? All it takes is one click.

Contact Jeffrey

menu

Home
About Us
- Approach
- Services
Our Team
Resources
Education Week
Blog
Contact
Client Logins

Jeffrey

Contact

Phone
801.225.0000

Company Address
360 West 920 North
Orem, UT 84057

Email
info@petersonwealth.com

Terms and Privacy

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.

© 2022 Peterson Wealth Advisors All rights reserved.