At Peterson Capital Group, we harness our collective expertise, profound knowledge, and extensive experience to curate solutions that facilitate the realization of your personal and financial ambitions. As a team of adept finance specialists with a storied legacy, we provide seamless access to global markets and comprehensive market insights.

With customized consultations and a thorough grasp of your financial situation, our advisors are adept at devising strategies that resonate with your distinctive requirements and risk profile. Allow us to navigate you through the intricate landscape of financial opportunities, where our expertise and personalized approach distinguish us in the realm of global finance.

Realizing Your Goals

Constructing a financial plan is a critical initial step in preserving and augmenting your wealth, benefiting both you and your future generations. Inaction poses a significant risk, potentially leading to a detrimental financial position. Simple measures, such as opening a savings account, might not constitute the most effective investment strategy for maximizing your returns.

Our standard protocol involves arranging an initial consultation, complimentary on our part. This session allows our designated advisor to thoroughly evaluate your needs and expectations, providing clarity on how we can facilitate the achievement of your goals.

We delve into every facet of your financial situation, considering all variables to develop a strategy that aligns with your personal needs, objectives, and risk tolerance. Supported by the expertise and experience of an international finance team, we offer a plethora of opportunities to enhance and secure your wealth. Yet, it is our personalized approach that truly sets us apart.

Our financial advisory team is at your service, offering assistance in areas such as:

  1. Investment
  2. Retirement
  3. Mortgage
  4. Tax
  5. Life
  6. Health
  7. Long-Term
    Care Planning
  8. Estate and Inheritance
    Tax Planning
  9. Personal
Peterson Capital Group - Our financial advisory team is at your service

Transparent and Trustworthy Partnerships

Our financial advisors maintain independence from specific financial products and services, ensuring our recommendations are unbiased and solely in your best interest. This independence enables your assigned advisor to foster a clear, transparent partnership with you, delivering objective and comprehensive financial guidance at every stage of your life.

Regardless of the complexity of your finances or personal circumstances, our team is equipped with the expertise and cutting-edge tools to offer sophisticated and proactive advice, meticulously tailored to meet your unique requirements.

Unwavering Dedication to Your Success

Our paramount goal at Peterson Capital Group is your financial success. We are not merely a service provider; we are your committed partner, zealously working to help you achieve and exceed your financial aspirations. We treat your goals as our own, applying our extensive expertise to every financial plan we devise and every recommendation we make.

Be it investment management, retirement strategy, or estate tax planning, we remain steadfast in offering top-tier, impartial solutions to cater to your diverse financial needs. The financial terrain is ever-evolving, but with Peterson Capital Group, by your side, you can be assured that your journey is steered by steadfast dedication, premier tools, and a genuine passion for your financial prosperity.

Head Office

20F 14 Wall Street,

New York City, NY


+1 332 241 6240

Research Office

37F 1 Canada Square,

Canary Wharf, London,

United Kingdom

+44 203 769 2403

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