About Peterson Wealth Management
Peterson Wealth Management is a Registered Investment Advisory firm serving individuals, families, and small businesses. Using a value-based investment philosophy and a research-intensive investment process, Peterson Wealth Management manages equity and balanced portfolios through private accounts.
Equity Portfolios: The goal of our equity portfolios is to grow our clients' wealth by outperforming the S&P 500 Index over a long-term time horizon. Due to the power of compounding your money, each investment candidate is highly researched and evaluated for downside risk.
Balanced Portfolios: Our balanced portfolios include a combination of equity and fixed income investments, the allocation of which is client specific dependent on investment objectives including income needs, risk tolerance and tax considerations. In general, for balanced accounts with a fixed-income emphasis, our investment goal is to provide annual income and low portfolio volatility, while offering wealth-building potential through select equity investments. For balanced portfolios with a greater weighting on equities, our goal is to outperform the S&P 500 Index with our equity investments, while generating income and reducing portfolio volatility with fixed income investments.