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Transforming Your Investment PortfolioDangerous Curves Ahead. Certified Financial Planner (CFP®) Wayne Peterson illustrates investment principles and an analytical process for understanding current markets and projecting their future direction. 
Transformation PlanningWe expect the global economic storm to worsen and have been taking proactive steps to safeguard clients assets from the consequences of evolving market and government-induced threats (the Featured Article on this page being an example). In addition, we have also received a steady stream of disturbing news relative to evolving geophysical changes that may result in a planet-wide transformation of epic proportions. 
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Presentations Voted 2009 FIVE STAR Wealth Manager by Texas Monthly based on high net worth client satisfaction rankings “Wayne Peterson and Family Business Office have been my trusted financial advisors for over 15 years.” – Zig Ziglar Featured ArticleMinimize your exposure to brokerage failures.What would happen if extreme economic turmoil pushed your brokerage firm into bankruptcy? Every stock brokerage firm in the US is required to follow specific rules about segregating customer investments. Therefore, even if the brokerage firm fails, your account remains separate from the broker’s assets. |