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Client Services & Expectations

Our clients put their faith and trust in us to make investment decisions on their behalf. Much as we expect the business managers we invest with to be open and forthright with us, our clients can expect the same from Peterson Wealth Management. In this regard, we are blunt and willing communicators of our investment performance and the rationale behind your portfolio holdings. Formal communication is provided through our quarterly newsletter, where we discuss our investment decisions and provide market commentary. 

For more information on Peterson Wealth Management's client service, including our privacy policy, proxy voting policy, account statement and billing practices, please contact us at [email protected], or call 503.380.5462.

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