Investing For Your Future
WEALTH MANAGEMENT & FINANCIAL PLANNING TAILORED FOR YOU
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
Independent, Fee-Only Financial Planners
SERVING COMMITTED INVESTORS WITH COMPLEX FINANCIAL NEEDS FOR OVER 55 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 March 31, 2021.
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.
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
Our Latest Insights
Find the guidance you need in an extensive library of financial perspectives and commentaries.
Market Commentary: First Quarter
2021 has started out in a positive direction for global stocks as a large number of people have been vaccinated, the economy continues to open up, and additional government stimulus...
Video: Introduction to Stock Investments
Are stocks risky? Why would I want to invest in stocks? Senior Wealth Advisor, Blaine Carr provides some stock basics and breaks down the main risks and rewards you will...
Tales from the Crypto: How to Think About Bitcoin
Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin's dramatic price changes, it is not surprising that many are speculating...
Video: Taxes On Investments: What You Should Know
Do you or your advisor pay attention to taxes associated with your investments? Wealth Advisor, John Keyes explores some of the basics of taxes involved with investments as well as...
Video: Introduction to Bond Investments
Do bonds have risk? Do I need bonds? Senior Wealth Advisor, Blaine Carr provides some bond basics and breaks down five main risks you will face with bonds as well...
Petersen Hastings Named 2021 InvestmentNews’ Best Places to Work for Financial Advisors Nationwide – Fourth Year Running
Petersen Hastings, a Registered Investment Advisory firm located in Kennewick and Walla Walla, Washington announced today it has been named one of InvestmentNews’ 2021 Best Places to Work for Financial...