Peterson Wealth Services

In the ever-changing modern financial landscape, it can be hard to make the right choices. Let the team at Peterson Wealth Services help you manage your hard-earned money. We offer customized services depending on your unique needs, Investment Consulting, Advanced Planning, and Divorce Financial Planning.

Founded by Billy Peterson, Peterson Wealth Services was designed from the beginning around our clients. With a keen sense of the way the markets work and strong dedication, we work to help preserve and manage your hard-earned assets. Coming from farming and ranching backgrounds, our company values include, hard work, attention to detail, doing what you say you do, and deep rooted pride.

Community and family are vital to all of us at Peterson Wealth Services. We feel it's important to give back in every way possible. Ongoing efforts include partnering with local churches and schools, where we donate time and resources teaching financial education and personal responsibility. Additionally, we host an annual baseball tournament and home run derby, a softball tournament, 10k races, an annual scholarship and grief support groups.

In 1962, Bob James set out to build a different kind of financial services firm-one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.If you'd like to find out a little more about Raymond James before investing your money, talk to us about BIO Trips, in which we'll show you the company up close and personal.

Traditional divorce can be lengthy, stressful and very costly. We can offer you education on this topic, Utah Divorce Planning. Take the necessary steps to complete your divorce in a timely manner in a way that is understandable and customized. Every couple has different assets, needs and goals. Therefore, no divorce should be treated the exact same.