Scott M. Peterson

I’m Scott, the founder and managing partner of Peterson Wealth Advisors. Of all the opportunities I’ve been blessed to participate in throughout my almost 40-year career, I’m most proud of what we do for our clients each and every day. I’ve surrounded myself with wonderful CFP® professionals and a support staff that take excellent care of our 650+ retired families. Indeed, it is an honor to be trusted by our retirees to manage $800 million of their hard-earned dollars that they accumulated during their working careers. It’s that trust that gets me out of bed each morning, excited to help good people achieve great retirements.

At an early age, the concept of compound interest fascinated me. It was real-life magic! As a college student, I recognized the tremendous good that I could accomplish by becoming a financial advisor and helping ordinary families harness that magic. Now, I get a lot of satisfaction as I see our team help our clients see a financial way forward that they may not have previously considered. It is gratifying to develop long-term friendships and then be there to help our friends navigate life through all the stages of retirement.

When I started Peterson Wealth Advisors, I wanted to create a business environment that was based on truthful principles, not encumbered with conflicts of interest like commissions, and that solved the concerns of retirees with understandable, common-sense solutions. After managing money through the dot-com bubble bursting and 9/11, it became clear to me that conventional investment management methods that our industry used at the time, and still uses, didn’t work for the modern retiree. Trying to guess the future and outperforming the markets through individual investment selection are not reliable tactics, and they don’t have track records that justify their use.

My search for a better way to manage retiree’s money through existing products or processes was unsuccessful. So, in 2008 I created our own approach which resulted in the creation of the Perennial Income Model™. The Perennial Income Model has since revolutionized the way finances are managed during retirement. I can’t imagine a more fulfilling way to spend my time than showing people who don’t know how to retire, or even if they can retire, the path to a secure, inflation adjusted retirement that will last for the rest of their lives.

My favorite client story

It’s hard to choose only one story because the same story is repetitive with our clients. A new retiree finds us, and we collaborate to come up with a customized retirement income plan that will last their lifetime. As they follow the plan, the client learns to trust their advisors and The Perennial Income Model through the inevitable ups and downs of the markets, as well as the twists and turns of retired life. Through it all, we have the privilege to serve as trusted partners and reliable friends. This profound responsibility that we assume has often lasted more than thirty years and continues until we safely deliver the final proceeds of their estate according to their wishes.

I love the outdoors and have instilled that same love in my family. I have five children and eight grandchildren, who all love camping, fishing, hunting, boating, skiing, biking, and playing sports.