Peterson Brian PA

At Peterson Wealth Management, we understand the complexity of investing and planning for retirement. With over 30 years of experience guiding our clients through every stage, we have developed a deep understanding of what it takes to retire with confidence.

Who We Are

Peterson Wealth Management is an independent financial planning practice based in Clearwater, Florida. Since 1993, we have been proud to be affiliated with Raymond James Financial Services, headquartered in St. Petersburg just twenty minutes from our office. As a father-son team with a long-term succession plan in place, we are positioned to help our clients and their families into the next generation.

Our Services

Our goal is to develop meaningful relationships built on earned trust, accountability, and integrity. We specialize in comprehensive retirement planning and investment management for people who are retired or nearing retirement. Our services include:

• Creating customized plans to generate income, reach your goals, and maintain financial independence
• Helping you make smart and informed decisions about your retirement
• Navigating volatile markets and providing objective guidance
• Leveraging the vast resources of Raymond James Financial to provide user-friendly technology, state-of-the-art cybersecurity, and a full suite of financial services

How We Add Value

We add value to our clients' lives by providing personalized guidance and expertise in retirement planning and investment management. Our team takes the time to understand your unique situation, concerns, and goals for retirement, and develops a customized plan to help you achieve financial independence. We are committed to serving your best interests as Investment Advisor Representatives, and our fiduciary commitment ensures that we always put your needs first.

What You Can Expect

If you are a good fit for our firm and serious about planning for retirement, our complementary consultation will give you answers to four critical questions: Can you afford to retire? Are you overpaying your taxes? Can your investment portfolio be improved? How can you eliminate - or reduce - the risks to your retirement? Our process includes an introductory phone call, a discovery meeting, a recommendation meeting, and a decision-making process that is free from pressure and rush.