Helping You Pursue Your
Patterson Wealth Management is a brokerage firm that focuses on providing high-level customer service and customized advice to individual investors. Our philosophy on investing is based on trust, understanding, and solid informed advice. Managing wealth since 1995, Patterson Wealth Management provides a comprehensive portfolio of financial services designed to meet the varied needs of a broad range of investors.
We believe in strong individual relationships that stand the test of time. Jeff Patterson, the Managing Partner of Patterson Wealth Management, offers a professional, personalized approach to finding the best solutions to fit your financial needs. Our primary goal is that the needs of our clients are met while receiving unprecedented service. We are dedicated to providing innovative, creative, high-quality products and value-added products and services to help you pursue your goals.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Five strategies for managing your student debt.
An increasing number have been developed to help individuals with their personal finances.
Gaining a better understanding of municipal bonds makes more sense than ever.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn how to harness the power of compound interest for your investments.