Helping You Pursue Your
Patterson Wealth Management is one of the St. Louis area's leading brokerage and investment firms-- founded in Chesterfield, MO. Our philosophy on investing is based upon trust, understanding, and solid, informed, advice. Managing wealth since 1995, and backed by the solid reputation of Securities America, Inc, 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, 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.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The History of Retirement
Do you know where the idea of “retirement” comes from?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This worksheet can help you estimate the costs of a four-year college program.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What if instead of buying that vacation home, you invested the money?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Learn how to harness the power of compound interest for your investments.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.