Helping You Pursue Your
Financial Goals
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.
Helpful Content
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
How Income Taxes Work
A quick look at how federal income taxes work.
Building Your Legacy
A four-step framework for building a personal legacy.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Sit, Stay, Rollover: A Guide to IRA Rollovers
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?