Individual and Family Services

PetersonBrown has the experience, skills and resources to offer our clients a breadth of services and solutions to meet their unique needs. Our clients benefit from the collective knowledge and wisdom of our diverse group of thought leaders. We are not simply money managers, we are wealth managers who strive to add value to the overall well-being of our clients in areas that require additional expertise, we introduce our clients to trusted specialists who supplement our advice. We serve as a single point of contact to ensure client financial decisions are well-integrated with their lifestyle decisions.

Portfolio Management

Our financial advisors build customized portfolios that are designed according to each client’s objectives, risk tolerance, and time frame.

Financial Planning

We work with clients to create comprehensive solutions that address the multifaceted objectives of wealth management.

Investment Research

A rigorous research process to identify high-quality investments for our clients’ portfolios.

Risk Management

We construct and manage portfolios that are designed to achieve each client’s objectives while mitigating the risks posed by rapidly evolving global markets.