Why Choose Us
William Peterson believes that money is a tool to enjoy life rather than life being all about money. His mission is to create a financial environment for his clients wherein they can enjoy their lives regardless of good or bad economies or good or bad health. He tries to give them the financial freedom to realize their dreams: college for the kids, paying off the mortgage, a stress free retirement that ensures the money will be there when his clients need it.
Mr. Peterson is a Series 65 Investment Advisor Representative for Brookstone Capital Management LLC. He is also life and health insurance licensed. As an independent financial advisor, Mr. Peterson represents dozens of companies affording him the ability to offer the very best products and services for his clients. William Peterson has set his business up to provide, with little exception, virtually any type of investment opportunity for his clients’ securities and insurance investments, conservative and aggressive.
Unlike many financial advisors, William Peterson is a fiduciary. This standard dictates that he must ALWAYS ACT IN THE BEST INTEREST OF HIS CLIENTS. Nothing less will do. He takes this responsibility very seriously and treats folks the way HE wants to be treated.
Why is it important? Click here to learn Mr. Peterson's Philosophy.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.