Together In The Pursuit of Prosperity

In the ever-changing modern financial landscape, it can be hard to make the right choices. Let our Certified Financial Planners™ at Peterson Wealth Services help you manage your hard-earned money. Schedule Your Appointment

About Peterson Wealth Services

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, our team of Certified Financial Planners™ are dedicated to helping preserve and manage your hard-earned assets.

Our Services

Investment Services: We offer a full slate of investment services including: retirement and goal planning, estate and trust planning, and business services. Call us today at 801-475-4002 and schedule an appointment with one of our Certified Financial Planners™.

Divorce Financial Planning: Traditional divorce can be lengthy, stressful and very costly. We offer a better approach. 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. Our clients benefit from our unique and personally tailored approach designed to keep your stress level in check and your expenses reasonable.




Do you need help when it comes to streamlining your business? We can help you simplify your financial life, preserve your assets, avoid unnecessary taxes and manage your investments.


Has your life been thrown into disarray by a divorce or death of a loved one? In times like these, financial upheaval often accompanies emotional turmoil. Let us guide you through these distressing times.


Does planning your finances require a special knowledge of ranching and farming? With our extensive backgrounds in such areas, we understand the hard work you put into your work and can answer all of your questions.


Are you unprepared for retirement? We’re here to help you navigate this important time in your life, helping you preserve your assets, mitigate taxes and maintain a comfortable lifestyle.


Want to get in touch with one of our advisors? Fill out this form and we’ll get back to you as soon as we can.


Phone: 801-475-4002

Fax: 801-475-4015


1523 East Skyline Drive, Suite C South Ogden, Utah, 84405

Office Hours

M- F: 8:00am - 4:00pm

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