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 ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.