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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Marriage changes everything, including your insurance needs.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
It may help your business be better prepared in the event of the death of a principal or key employee.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here are six flags that may make your tax return prime for an IRS audit.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Recent changes in estate tax laws could affect the strategy you have in place.