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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
This checklist can give you a quick snapshot of how prepared you are.
A change in your mindset during retirement may drive changes to your portfolio.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are four very good reasons to start investing. Do you know what they are?
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
With alternative investments, it’s critical to sort through the complexity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There’s an alarming difference between perception and reality for current and future retirees.