Morgan Stanley

Peterson Wealth Advisors are Retirement Income Planning specialists. Using our proprietary Perennial Income Model we're able to create a reliable stream of inflation-adjusted income throughout your retirement. This model has been repeatedly tested in extreme market conditions since 2007. It is set up to account for the modern-day challenges of longer lifespans, inflation, and stock market volatility. As independent, fee-only CFP advisors we offer total cost transparency and zero commissions.

Morgan Stanley offers a variety of investment and brokerage services to individual investors. It offers a range of investment products that include stocks, bonds, mutual funds, annuities, futures, insurance policies and closed-end funds. The company also offers a range of insurance policies that include long-term care, disability income and life insurance policies. Additionally, it offers various financial planning services that include college, retirement and estate planning services. Morgan Stanley offers investor education and investment research services on stocks. The company also provides a range of credit and lending products. Morgan Stanley maintains an individual investors branch in Midvale, Utah.

Experience, intellectual capital and dedicated personal service to help you meet your life goals