Planning For You & Yours

Crafting your unique financial story.

Imagine your life as a roadmap—building a home, raising a family, growing your career—all carefully plotted on a timeline. But life isn't always that predictable. Unexpected events, like sudden expenses or market shifts, can disrupt even the best-laid plans. That’s why we’re here.

Our innovative discovery process, Your Invested Journey, was crafted by a psychologist to go beyond the numbers and help us understand your unique goals, situation, and concerns on a deeper, more personal level. Invested in your success, we develop a data-driven, evidence-based strategy to help you achieve it.

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Life is unpredictable.

This unique approach ensures that your financial plan is not only resilient, but crafted with your individual needs in mind. As fiduciaries, we’re dedicated to always acting in your best interest and that’s why our plans are not just personalized; they are data-driven, ensuring optimum success.

What you probably think about...

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What might actually happen...

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That's why we're here.

Experience a smarter way to invest.

Your dreams matter.

Whether it’s traveling the world, starting a business, or simply spending more time with your family, we want to help you live your best life. So, if you’re looking for a team to unite behind you and guide you toward your dream, book your first exploration session today. We’re ready to invest in you.

Ready to safeguard your family’s legacy?

Shield your legacy with a private trust.

After years of dedication to building and preserving your family’s wealth, it’s time to entrust it to the care of objective professionals with proven expertise. Petersen Hastings Private Trust offers an unparalleled level of service and knowledge, ensuring your family’s assets are protected for generations to come.

Our comprehensive trust services include:

Revocable trusts

Irrevocable trusts

Gifting trusts

Irrevocable life insurance trusts (ILIT)

Special needs trusts

Dynasty trusts

Asset protection trusts


Marital trusts

Successor appointments

Specialized trust structures

Trust services provided by Petersen Hastings Private Trust, a federally chartered, advisor-owned, and independent trust company. All investment services are provided by Petersen Hastings.


Safeguard your family’s legacy.

Schedule a free consultation with Petersen Hastings Private Trust. Let us help you preserve your wealth and protect your family’s future with personalized, expert guidance.