Individual and small business finance can be complex. Cathleen Petersen offers time-tested advice and consulting services that help you manage your wealth and investments and help you understand all your options - from simple to complex.
Personal Investment Planning
We can help provide insight about how to fund your retirement, purchase a quality education, develop realistic investment plans, and protect current and future assets.
Tax Consulting and Preparation
We can help you through tax season and ensure you are educated about the latest issues that can impact your financial health.
Financial Planning, Wealth and Asset Management
We serve a demanding clientele of high net worth individuals and offer personalized portfolio management advise, tailored to your needs, backed by a range of carefully selected, high-quality products.
Other financial services available on request.