Peterson Wealth Advisors
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Peterson Wealth Advisors
Peterson Wealth Advisors

Peterson Wealth Advisors

PWA clients can access their accounts and track their retirement income plan

App Size: Varies With Device
Release Date: Jul 17, 2024
Price: Free
Price
Free
Size
Varies With Device

Screenshots for App

Mobile
The Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal. With our app, you can view all your financial accounts in one place, stay informed about your portfolio performance, and track the progress of your financial and retirement income plan.

At Peterson Wealth Advisors, we are dedicated to ensuring our clients retire with confidence through our Perennial Income Model™. This model emphasizes sustainable, long-term income strategies tailored to your unique needs. Our mobile app reflects this commitment, offering tools to help you manage your financial plans effectively.

Top Features:
- Interactive Dashboard: Easily view your portfolio performance and track your financial and retirement income plan.
- Document Vault: Securely send and receive files with your financial advisor.
- And More! Discover additional features designed to enhance your retirement planning experience.

If you're an existing client and would like to request access, please contact our team or speak with your financial advisor.

Stay connected and in control of your financial future with the Peterson Wealth Advisors mobile app.
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Peterson Wealth Advisors 5.20.0 Update
2025-09-04 Version History
- Update Android SDK


~Peterson Wealth Advisors
More Information about: Peterson Wealth Advisors
Price: Free
Version: 5.20.0
Downloads: 11
Compatibility: Android 7.0
Bundle Id: com.advisorlynx.mobileadvisor.peterson
Size: Varies With Device
Last Update: 2025-09-04
Content Rating: Everyone
Release Date: Jul 17, 2024
Content Rating: Everyone
Developer: Peterson Wealth Advisors


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