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Helping You Pursue Your
Financial Goals

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.


Helpful Content

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Saving for College 101

Here’s a crash course on saving for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

What does your home really cost?

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