Derek S Peterson, CFP®, CRPS

Wealth Management Advisor

Financial Security Planning for Your Future

When it's a matter of financial security planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability, credibility and resources to best address those needs is the next.

As your Wealth Management Advisor, Derek Peterson will listen, clarify and help prioritize your goals and aspirations before developing a formal financial strategy designed to help you achieve your vision.

Derek specializes in helping individual and corporate clients establish and implement long term financial security planning objectives. Derek, along with his team, is qualified to assist you with:

  • Closely Held Business Planning:
    • Buy-sell Structure and Funding 
    • Performance Based Incentive Compensation Planning
    • Exit/Transition Planning
  • Personal and Financial Planning: 
    • Survivor Income
    • Disability Income
    • Education
    • Retirement Accumulation
    • Retirement Distribution
    • Long Term Care
    • Monte Carlo
    • Advisory Investment Services
    • Tax Efficient Investing and Distribution
  • Asset Management

Let Derek Peterson help you ensure your financial security.


If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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