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Private Investment Accounts

Peterson Wealth Management invests inside private accounts for individuals and families, including:

  • IRA Rollovers from 401(K)'s or 403(B)'s
  • Traditional and Roth IRA's
  • SEP IRA's
  • Trusts
  • Individual and Joint accounts
  • Custodial accounts (for minors)

Clients have full ownership and control over their accounts. Aside from investing, Peterson Wealth Management assists with:

  • Retirement expenses: Cash transfers from your investment account into your bank account.
  • Calculating and distributing Required Minimum Distributions ("RMD's") for retirement accounts.
  • End of year taxes via transaction reports.
  • General financial questions, strategies and advice.

We will personalize your account for your unique goals and financial needs.

Please contact us via phone or email to discuss your situation. 

Peterson Wealth Management is a Registered Investment Advisor under Oregon and Washington Securities Laws. The Advisor may not transact business in States where it is not appropriately registered, excluded or exempted from registration.  Individua responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

12165 SW Ames Lane - Tigard, OR 97224 - P:503.380.5462 - info@petersonwm.net

Copyright (c) Peterson Wealth Management 2015

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