Peterson Wealth Advisors
10+
Downloads
Everyone
info
About this app
The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal. With our app, you can view all your financial accounts in one place, stay informed about your portfolio performance, and track the progress of your financial and retirement income plan.
At Peterson Wealth Advisors, we are dedicated to ensuring our clients retire with confidence through our Perennial Income Model™. This model emphasizes sustainable, long-term income strategies tailored to your unique needs. Our mobile app reflects this commitment, offering tools to help you manage your financial plans effectively.
Top Features:
- Interactive Dashboard: Easily view your portfolio performance and track your financial and retirement income plan.
- Document Vault: Securely send and receive files with your financial advisor.
- And More! Discover additional features designed to enhance your retirement planning experience.
If you're an existing client and would like to request access, please contact our team or speak with your financial advisor.
Stay connected and in control of your financial future with the Peterson Wealth Advisors mobile app.
At Peterson Wealth Advisors, we are dedicated to ensuring our clients retire with confidence through our Perennial Income Model™. This model emphasizes sustainable, long-term income strategies tailored to your unique needs. Our mobile app reflects this commitment, offering tools to help you manage your financial plans effectively.
Top Features:
- Interactive Dashboard: Easily view your portfolio performance and track your financial and retirement income plan.
- Document Vault: Securely send and receive files with your financial advisor.
- And More! Discover additional features designed to enhance your retirement planning experience.
If you're an existing client and would like to request access, please contact our team or speak with your financial advisor.
Stay connected and in control of your financial future with the Peterson Wealth Advisors mobile app.
Updated on
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What’s new
- Update Android SDK
App support
About the developer
Peterson Wealth Advisors, LLC
carson@petersonwealth.com
360 W 920 N
Orem, UT 84057
United States
+1 435-340-0496
