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.