Specialties

We specialize in investment consulting. We teach our clients about financial investing and an ever-changing economy. We help clients with their retirement planning and estate planning. We are certified financial planners that are dedicated to helping you achieve financial success.

History

Established in 1995.

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. Each member of the team brings a unique and valuable contribution to the table. Together, we form your dedicated wealth management team. Many of the people we serve come from farming and ranching backgrounds, and it is from that culture that we draw our philosophy. We believe in the code of the West: we take pride in our work, keep our promises, see jobs through untill their completion and maintain that anything worth doing is worth doing well.

Meet the Business Owner: Billy P.

After more than 10 years as a winning quarter-horse jockey, Billy made the decision to pursue a brand new challenge: helping investors meet and exceed their short- and long-term financial objectives. As a financial planner, he works to connect with his clients professionally and personally. A graduate of the University of Texas at El Paso, Billy holds a Bachelor of Arts in business administration and finance. He has continued his education throughout his career. Billy's financial services career began in 1996 in Long Beach, California, where he served as a senior vice president of investments with PaineWebber. He went on to serve as a senior vice president of wealth management with Morgan Stanley Smith Barney before pursuing independence in 2009 by opening his own financial services company, Peterson Wealth Services, Inc. Billy is a native of Morgan, Utah, where he currently resides with his wife, Heather, and their five children, Cade, Karly, Brig, Kaiya and Berkley. Outside the o