Optimize your wealth. Achieve your goals. Protect your dreams. As a financial advisor, I specialize in helping individuals, business owners, and pre-retirees gain clarity and confidence in their financial journeys. By applying proven financial principles, I guide my clients toward achieving balance in their current financial situations ("their todays") while working strategically toward successful and fulfilling retirements ("their tomorrows").
When I’m not working with clients, I love traveling with my wife to explore new and exciting destinations. We’ve been fortunate to visit breathtaking locales across the South Pacific, Europe (including Germany, Switzerland, Austria, and the Czech Republic), Central America, the Caribbean, and many stunning spots in the USA. We also cherish spending time with our Shih Tzu, "Charlie," and bring him along on our adventures whenever we can.
I’m passionate about golf and always eager to hit the course—anywhere, anytime, with anyone who shares the love for the game. My bucket list includes iconic courses like the Monterey Peninsula (Pebble Beach), Augusta National (where I walked the grounds in 1998 and 2018), and Bandon Dunes. I’m also a diehard BYU Cougar fan and a dedicated follower of college football.
You can reach me at pete.nelson@wealthsg.com (primary) or by phone at 801.971.8968.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). CA Insurance License Number - 0K65670.