Peterson Wealth Advisors
Finance
Free · Designed for iPad
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.
Ratings & Reviews
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
The developer, Peterson Wealth Advisors LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Peterson Wealth Advisors LLC
- Size
- 39.6 MB
- Category
- Finance
- Compatibility
Requires iOS 13.4 or later.
- iPhone
Requires iOS 13.4 or later. - iPad
Requires iPadOS 13.4 or later. - iPod touch
Requires iOS 13.4 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2024 Peterson Wealth Advisors LLC