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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
An increasing number have been developed to help individuals with their personal finances.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding how capital gains are taxed may help you refine your investment strategies.
Being healthy not only makes you feel good, it may also help you financially.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How do the markets usually react to elections? Was the 2016 election any different?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?