Who We Serve

Individuals & Families
- Saving for Retirement
- Investing in Your Future
- College Education
- Inheritance
- & More

Corporate Retirement Plans
- 401(k) and 403(b)
- Profit Sharing
- 457 Deferred Compensation
- Employee Stock Ownership

Charitable Organizations
- Corporations
- Foundations
- Endowments

Private Trust Services
- Living Trusts
- Charitable Trusts
- Irrevocable Trusts
- Asset Protection Trusts
Latest Insights
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...

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...
Q1 Market Commentary