Retire With Confidence

About Us

Peterson Wealth Management is a Clearwater-based, independent financial planning practice specializing in comprehensive retirement planning and investment management. Our independence means we only answer to our clients, and since 1993, we've chosen Raymond James Financial Services to provide the resources and support to help us serve them best. 

We help people approaching or in retirement who are looking for simplicity, stability, and a partner to coordinate all the moving parts of their financial life. We work with people who value a long-term, personal relationship with an advisor who understands their life and their goals.

We’re here to guide you and your family through every stage of retirement. From that first withdrawal to shaping your legacy, we provide the objective advice you need to make confident decisions — no matter what life brings.

How We Add Value

• We simplify complex retirement decisions. 
  Retirement comes with a whole new set of financial questions: when to claim Social Security, how to withdraw from multiple accounts, whether to convert to Roth, and how to manage taxes accross decades. We help translate these decisions into clear, coordinated strategies so you can move forward with confidence. 
• We are retirement specialists. 
  While many firms serve every life stage, we focus exclusively on helping individuals and couples make the transition from saving to spending. That specialization matters. It allows us to go deeper into tax strategy, withdrawal sequencing, longevity planning, and the real-world tradeoffs that come with living off your portfolio.
• We prepare, not predict.  
  Markets move. Tax laws change. Life throws curveballs. We don’t guess what will happen — we help you prepare for what might. That includes building income buffers, modeling downside scenarios, and stress-testing your plan so you have reassurance even when conditions aren’t ideal.
• We bring steady guidance through uncertainty. 
  With 40 years of experience, we’ve helped clients navigate market crashes, recessions, rising inflation, and life-changing transitions. When things feel uncertain, you’ll have experienced advisors who provide perspective and help you stay grounded in a plan that still works.
• We leverage the vast resources of Raymond James Financial.
  Our relationship with Raymond James provides you with user friendly technology, state of the art cybersecurity, and a full suite of financial services, while our independent practice ensures advice that's personal, thoughtful, and always in your best interest. 
• We're built for the long-term. 
  As a father-son team with a clear succession plan, we offer both experience and continuity. You won’t be passed around or reintroduced every few years — we’re here for the entire journey.

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What You Can Expect

We start by learning what matters most to you — then build a plan around it. Our process is direct, thoughtful, and easy to understand. 

Whether we work together or not, you will walk away with more clarity about your financial picture.