Private Wealth Management

At PetersonBrown, we build portfolios by building relationships with our clients.

Through a continuing dialogue between you and your PetersonBrown financial advisor, we provide customized wealth management built on investment expertise and an unwavering focus on your evolving needs

Our Commitment

PetersonBrown views wealth strategy as a holistic concept that becomes relevant only when filtered through the prism of one’s life.

Our clients are matched with an experienced private investment advisor appropriate to their unique needs and circumstances not just to help navigate diverse and complex financial transactions, but to assist them in articulating, in an actionable way, their objectives and concerns. Our wealth strategy methodology is customized, integrated and driven by a fundamental goal: Providing financial security for our clients and their families – and enabling them to achieve the accompanying peace-of-mind.

Highly Effective and Customized

The specific components of the our commitment are fully integrated with strategies created and measured against our clients’ personal life goals; and, as their life circumstances evolve, we evolve with them, bringing a keen awareness of the commensurate opportunities.

The unique methodology behind our commitment integrates a confluence of key financial disciplines:

• Financial planning;
• Investment counseling;
• Estate and trust planning;
• Tax planning;
• Risk management and asset protection; and
• Personal wealth management.

Rather than addressing these key components individually, typical of most financial services firms, at PetersonBrown they are integrated into a dynamic solution that drives the ultimate wealth management strategy.