Investing For Your Future
WEALTH MANAGEMENT & FINANCIAL PLANNING TAILORED FOR YOU
Who We Serve
Who We Serve
INDIVIDUALS & FAMILIES
We help individuals and families navigate all their financial decisions—saving for retirement, investing for the future, purchasing a new home, children’s education accounts, along with other situations for which you may want to invest.
CORPORATE RETIREMENT PLANS
We've been helping employers navigate the changing retirement plan landscape for decades. Our team of credentialed professionals give you the edge you need to produce better outcomes for your valued participants while helping you avoid costly litigation.
We serve as trusted stewards for nonprofit and for-profit organizations such as foundations, endowments, religious organizations, charities, trade and professional associations, community groups and service organizations, schools and universities, and more.
PRIVATE TRUST SERVICES
Your family’s trust deserves the counsel of an objective professional with proven expertise. Petersen Hastings Private Trust integrates seamlessly with your existing relationship with us to provide you with professional guidance, technology, and administrative support.
Who We Are
Who We Are
Independent, Fee-Only Financial Planners
SERVING COMMITTED INVESTORS WITH COMPLEX FINANCIAL NEEDS FOR OVER 60 YEARS
Petersen Hastings began with the belief that the interests of the client always come first. We are an independent, fee-only, fiduciary advisory firm that created the Trusted Financial Path, a systematic process that guides committed investors, who have complex financial situations, toward accomplishing their goals.
Premier Wealth Management Company
Over the years, Petersen Hastings has regularly received local and national awards and recognition. We consider recognition by the media and our peers as a reflection of our hard work and persistence to provide the best service and value to our clients, our team, and the communities we serve.
YEARS IN BUSINESS
ASSETS UNDER MANAGEMENT
*All metrics as of January 1, 2022.
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We are committed to making recommendations that are transparent, unbiased and in your best interest, always. Acting as a fiduciary is at the core of each client relationship that we build.
Who We Serve
Individuals & Families
- Saving for Retirement
- Investing in Your Future
- College Education
- & More
Corporate Retirement Plans
- 401(k) and 403(b)
- Profit Sharing
- 457 Deferred Compensation
- Employee Stock Ownership
Private Trust Services
- Living Trusts
- Charitable Trusts
- Irrevocable Trusts
- Asset Protection Trusts
Find the guidance you need in an extensive library of financial perspectives and commentaries.
Have the Tech Giants Been DeFAANGed?
Investors expecting FAANG1 stocks to continue the extraordinary performance of recent years must be disappointed by their returns in 2022 (see Exhibit 1). Four of the five stocks lagged the...
Q1 Market Commentary
2022 has started out mostly negative for both the global stock and bond markets, as the economy responds to increasing prices and the conflict in Ukraine. Rising prices started well before...
Jeff Petersen to Officially Retire after more than 35 Years of Service
A Note from CEO, Scott Sarber In 1986, James Petersen, the founder of Benefits Northwest (now Petersen Hastings) asked his son Jeff to go on a “ride along” with him...
Market Update: The Impact Of Inflation And Geopolitical Conflict On The Markets
Stock and bond returns have been under pressure since the end of 2021 as increasing prices indicated that the inflation rate was the highest it has been in 40 years. ...
Navigating Geopolitical Events
Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility. Global Developments...
Petersen Hastings Recertified by Centre for Fiduciary Excellence (CEFEX) for 14th Straight Year
Petersen Hastings in Kennewick and Walla Walla, Washington is honored to announce their recertification from the Centre for Fiduciary Excellence (CEFEX) for the 14th straight year. This certification is only granted...