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Petersen Hastings Wealth Advisors, Inc.

Headquartered in KENNEWICK, WA

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Firm Information

Petersen Hastings Wealth Advisors, Inc. is a wealth management firm based in Kennewick, WA. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Their client base includes high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. They currently manage over $1 billion in assets for their clients.

Petersen Hastings Wealth Advisors, Inc.

8203 W QUINAULT

KENNEWICK, WA 99336

$1.12B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PETERSEN HASTINGS WEALTH ADVISORS, INC. has a total of 2 branch locations across the country.
location

KENNEWICK, WA

location

Spokane, WA

Advisors at Petersen Hastings Wealth Advisors, Inc.

View All 20 Advisors
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Matthew Lee Neff

RA

KENNEWICK, WA

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Rachel Elizabeth Chacko

CFP®, RA

KENNEWICK, WA

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Cameron James Ridgeway

RA

KENNEWICK, WA

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Mathew Joseph-jack Legard

RA

KENNEWICK, WA

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Ben Clark Tanke

RA

KENNEWICK, WA

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Tanner Hale Henson

RA

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Dennis H Orren

RA

KENNEWICK, WA

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Unclaimed
Matthew James Petersen

RA

KENNEWICK, WA

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Disclosures

There are no public disclosures for Petersen Hastings Wealth Advisors, Inc..

Frequently Asked Questions (9)

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