Peterson Wealth Management

Peterson Wealth Management Peterson Wealth Management www.Petersonwm.com Securities offered through M.S. Howells & Co., a registered broker/dealer, member FINRA/SIPC.

Advisory services offered through Peterson Wealth Management LLC, a Registered Inve
stment Advisor. At PETERSON WEALTH MANAGEMENT, we have more than 29 years of dedicated, personalized service to our clients in the Northern Nevada area and beyond. Our independence allows us to offer you an unbiased and objective approach to serving your investment needs. We understand that your individual financia

l situation is unique and, in turn, deserves a unique approach designed to help put you on track to reach your retirement and financial goals./ We are a local fee-only financial advice, and planning firm with over thirty years’ experience in the Northern Nevada area. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. Achieving your retirement and financial goals starts with Peterson Wealth Management. Working with Peterson Wealth Management will give you a customized and personal touch to your financial life. We pride ourselves on doing the little things so the big things come to fruition. Disclosures-
Peterson Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Peterson Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Peterson Wealth Management unless a client service agreement is in place.”

06/02/2026

A forgotten form can override your will.

Not sure where to start with your Social Security decision? This guide includes a simple decision flowchart that walks y...
05/25/2026

Not sure where to start with your Social Security decision? This guide includes a simple decision flowchart that walks you through the key questions — so you can approach your filing decision with more clarity and confidence. Take a look!

A quick guide to key Social Security decisions.

Thinking about when to file for Social Security? The answer depends on more factors than many people realize — income, m...
05/18/2026

Thinking about when to file for Social Security? The answer depends on more factors than many people realize — income, marriage, health, whether you're still working. This quick guide helps you think through what matters most for your situation.

A simple guide to key Social Security choices.

Here’s a simple flowchart to help break down Social Security claiming rules. Read now!
05/11/2026

Here’s a simple flowchart to help break down Social Security claiming rules. Read now!

Break down key Social Security decisions.

There's a ”Social Security elephant” in the room that most people avoid talking about — when, why, and how should you ac...
05/04/2026

There's a ”Social Security elephant” in the room that most people avoid talking about — when, why, and how should you actually file? This guide walks you through it step by step. Check it out!

Breaks down 2,700 Social Security claiming rules.

Tax decisions often rely on habits formed years ago. The problem is rules change even when habits do not. This quiz offe...
03/27/2026

Tax decisions often rely on habits formed years ago. The problem is rules change even when habits do not. This quiz offers a simple way to see where your understanding still fits. Take the quiz and spot areas worth revisiting.

7 quick questions. A few surprises along the way.

Many people go through tax season hoping everything works out. Awareness can help you feel more prepared. This quiz help...
03/20/2026

Many people go through tax season hoping everything works out. Awareness can help you feel more prepared. This quiz helps you check your understanding in just two minutes. Start the quiz today.

A quick quiz to test the basics. No math required.

In 2025, headlines about tariffs, inflation, and potential shutdowns often overshadowed the bigger picture. Our quarterl...
03/13/2026

In 2025, headlines about tariffs, inflation, and potential shutdowns often overshadowed the bigger picture. Our quarterly outlook highlights what was important, what wasn't, and what to watch for as we move into 2026. Read the full newsletter for more insights.

We broke down markets into a 5-minute read

Tax confidence grows when you understand what drives good decisions. Asking better questions builds awareness. The 7 que...
03/13/2026

Tax confidence grows when you understand what drives good decisions. Asking better questions builds awareness. The 7 question quiz offers a clear snapshot of your thinking. Take the quiz today.

Takes 2 minutes. Some answers may surprise you.

Interest rates, earnings, inflation, and tariffs are key factors influencing the market narrative as we enter early 2026...
03/06/2026

Interest rates, earnings, inflation, and tariffs are key factors influencing the market narrative as we enter early 2026. Keeping up-to-date with these elements can assist investors in staying ready for changing conditions. Check out the complete newsletter for more insights.

Here's what savvy investors should know

Address

2255 Green Vista Drive, Suite #403
Sparks, NV
89431

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+17756731100

Website

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