INTERSTATE WEALTH, LLC | 608-790-9925
INTERSTATE WEALTH, LLC | 608-790-9925
Providing clarity, understanding and control of your financial future.
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PLANNING FOR THE ROAD AHEAD. CALL US TODAY 608-790-9925
PLANNING FOR THE ROAD AHEAD. CALL US TODAY 608-790-9925
INTERSTATE WEALTH, INC
608-790-9925
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.
Let us help you get on the road to your financial success.
About Interstate Wealth
Interstate Wealth was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide to every one of our clients.
Our Commitment to Our Clients
Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.
As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.
Our Principles Set the Standard for Success
At Interstate Wealth, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
www.interstatewealth.com | 608-790-9925
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.
Our unique approach to your growth begins with
getting to know you and understanding your needs.
With great power comes great responsibility, and at Interstate Wealth, we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at Interstate Wealth we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Interstate Wealth,, it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
CONTACT US
www.interstatewealth.com | 608-790-9925
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.
Meet our team of professionals at Interstate Wealth.
BRENT A PETERSON, FOUNDER/CEO
Brent typically advises investors and retirees that when searching for an advisor to work with, it sometimes is more important to understand not what services that advisor provides, but to understand why the advisor does what they do. Whether you want to work with a person and have actual conversations about your investments/retirement, or whether you are comfortable utilizing the “automated” online “robo-advisor”, there are many options for investors to choose from. Either road can often lead to the same results. But Brent believes it is important that when choosing a financial advisor, you need to make sure their beliefs and principles match yours’.
Growing up in northern Iowa in the 70’s and 80’s, Brent took the principles and values his parents instilled in him and laid the foundation for what his core beliefs as an advisor have become. And the last decade and a half in the financial planning industry has afforded Brent the time to develop and apply these core principles and beliefs, driving what his planning process is today. Simply put, Brent believes in doing what is right for the client.
“The word ‘fiduciary’ gets tossed around in a casual way that I believe diminishes the intended meaning. Just because an advisor is licensed as a fiduciary doesn’t necessarily mean that they think like one. For me, behaving like a fiduciary is second nature. It is the way I was raised.” – Brent Peterson
EDWARD MATSUSHIMA, FINANCIAL CONSULTANT
Edward is a financial professional who is devoted to finding a personalized financial solution to help achieve his client's individual goals. He believes that creating a financial plan should be a discussion with a friend you trust, not a meeting with a salesman. He believes that hard-work, transparency, and honesty are traits that all clients deserve when speaking with professionals in the industry and prides himself on providing those attributes to his clients.
Prior to joining the financial industry, Edward had a successful professional hockey career. He's played in a number of NHL AAA affiliate organizations. The hard work, dedication and drive for success required in professional athletics has always been at the core of Edward’s beliefs and he utilizes these traits to help his clients realize retirement and financial success!
CONTACT US
www.interstatewealth.com | 608-790-9925
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.
Interstate Wealth can assist you in
every aspect of your financial life.
Interstate Wealth was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.
To schedule your free financial assessment and consultation, contact us today.
Insurance Products
Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.
Education Planning
The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.
Financial Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
Retirement Goals
Everyone has goals for retirement. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
401k Planning
What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.
For a complete list of services, give us a call.
www.interstatewealth.com | 608-790-9925
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.
We are here to serve you 24/7/365.
Contact us here anytime.
Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you with proven methods and ideas now and into your financial future.
INTERSTATE WEALTH, LLC | BRENT A. PETERSON, FOUNDER/CEO | 608-790-9925
INTERSTATE WEALTH, INC
608-790-9925
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth is an investment advisor with Virtue Capital Management, LLC. Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.
