In the News

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.

Wealth Services Blog

Our financial and wealth services blog is dedicated to answering your financial questions and increasing your financial awareness and knowledge

Category Tactical Weightings

2018 Q2 CATEGORY TACTICAL WEIGHTINGS (6-12 months) EQUITY U.S. Large Cap Equity Rating: Neutral We believe Large Cap Equities are fairly valued. Our preference is growth over value. We believe a slight overweight allocation is appropriate given current economic...

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Is Hiring a Financial Planner Worth the Money?

It’s sad but true that most good intentions are never seen to completion. Why do some people stick to their “knitting” while others put down the yarn and move on to something else? Often the difference rests with having an accountability partner. As the saying goes,...

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2018 Best In State Wealth Advisor

Forbes announced their annual list of Best In State Wealth Advisors and Billy Peterson was number nine in the state of Utah! "This year's Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their...

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Should you consider a 529 Plan?

Should you consider a 529 Plan? Billy Peterson, President You’ve been saving money your whole life and have always set aside funds for purchases before you make them. Now it's time to consider how to maximize those savings when it comes to planning a college education...

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Billy and Heather are grateful to have survived another year with all of the craziness involved in raising 5 high energy children. Billy enjoys taking care of his horses, discussing horse racing business with friends and family, and keeping his sanity by working out...

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Questions and Answers With Billy Peterson

Q:  What are the biggest mistakes people are making when it comes to their finances? A:   The two biggest mistakes people make are first off, they aren’t proactive. We have found that almost all investors wish they would have started sooner. In general, people are...

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Financial Literacy Bootcamp

Don't you ever wish you could take a mulligan in life or certain situations in life? In golf it's easy.  Especially if you golf like me and inevitably slice one into the woods or hook one into the water. I simply reach into the pocket and out comes a brand new...

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Managing Debt While Saving for Retirement

Managing Debt While Saving for Retirement It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone. According to an Employee Benefit Research Institute survey, 18% of...

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Diversified Assets

When it comes to investing there are many different asset classes to pick from. The average investor will often look in the rear view mirror rather than looking forward to make their investment selections. As you can see with this chart, returns for different asset...

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Phone: 801-475-4002

Fax: 801-475-4015


1523 East Skyline Drive, Suite C

South Ogden, Utah, 84405


Office Hours

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

F: 8:00am - 3:30pm

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