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Peterson Wealth Advisors

The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal

The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal

Peterson Wealth Advisors

by Peterson Wealth Advisors LLC
Peterson Wealth Advisors
Peterson Wealth Advisors
Peterson Wealth Advisors

What is it about?

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.

Peterson Wealth Advisors

App Details

Version
5.14.0
Rating
(1)
Size
37Mb
Genre
Finance Business
Last updated
September 6, 2024
Release date
July 17, 2024
More info

App Screenshots

Peterson Wealth Advisors screenshot-0
Peterson Wealth Advisors screenshot-1
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Peterson Wealth Advisors screenshot-3

App Store Description

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.

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