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PETERSWEALTHMANAGEMENT.COM

Peters Wealth Management, LLC | Welcome to Peters Wealth Management

Disclosure Brochure (.PDF). Wrap Fee Brochure (.PDF). WELCOME TO PETERS WEALTH MANAGEMENT, LLC. Peters Wealth Management, LLC (PWM) is an Independent Registered Investment Advisory firm that serves individual investors, trusts, and small entities. Our independence allows us the flexibility to offer our clients individual portfolio management tailored to their specific needs and risk tolerance. 2018 Peters Wealth Management, LLC,. 4000 Diamond Creek Court Carrollton, Texas 75010 Ph: 972-492-4920.

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CONTACTS AT PETERSWEALTHMANAGEMENT.COM

Peters Wealth Management, LLC

James Peters

4000 Di●●●●●●●reek Ct

Car●●●ton , Texas, 75010

United States

1.97●●●●4920
ja●●●@jrpcpa.com

View this contact

Peters Wealth Management, LLC

James Peters

4000 Di●●●●●●●reek Ct

Car●●●ton , Texas, 75010

United States

1.97●●●●4920
ja●●●@jrpcpa.com

View this contact

Peters Wealth Management, LLC

James Peters

4000 Di●●●●●●●reek Ct

Car●●●ton , Texas, 75010

United States

1.97●●●●4920
ja●●●@jrpcpa.com

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Disclosure Brochure (.PDF). Wrap Fee Brochure (.PDF). WELCOME TO PETERS WEALTH MANAGEMENT, LLC. Peters Wealth Management, LLC (PWM) is an Independent Registered Investment Advisory firm that serves individual investors, trusts, and small entities. Our independence allows us the flexibility to offer our clients individual portfolio management tailored to their specific needs and risk tolerance. 2018 Peters Wealth Management, LLC,. 4000 Diamond Creek Court Carrollton, Texas 75010 Ph: 972-492-4920.
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Peters Wealth Management, LLC | Welcome to Peters Wealth Management | peterswealthmanagement.com Reviews

https://peterswealthmanagement.com

Disclosure Brochure (.PDF). Wrap Fee Brochure (.PDF). WELCOME TO PETERS WEALTH MANAGEMENT, LLC. Peters Wealth Management, LLC (PWM) is an Independent Registered Investment Advisory firm that serves individual investors, trusts, and small entities. Our independence allows us the flexibility to offer our clients individual portfolio management tailored to their specific needs and risk tolerance. 2018 Peters Wealth Management, LLC,. 4000 Diamond Creek Court Carrollton, Texas 75010 Ph: 972-492-4920.

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About | Peters Wealth Management, LLC

http://peterswealthmanagement.com/about

Disclosure Brochure (.PDF). Peters Wealth Management, LLC (PWM) was founded on the guiding principle of assisting clients in reaching their financial goals. We work with each client to ensure they have a complete understanding of their resources and assist them in the management and allocation of those resources. It is our desire to put our client’s assets to work for them in such a way as to provide them with the ability to achieve maximum enjoyment and security in all phases of life.

2

Services | Peters Wealth Management, LLC

http://peterswealthmanagement.com/services

Disclosure Brochure (.PDF). We are fee-only advisors and receive compensation from our clients. We use Separately Managed Accounts (SMAs). For each client which allows us the ability to work with investors in a broader, non-strategy specific context, customized to each client’s personal situation. This structure allows us the opportunity to leverage our investment expertise toward a client’s entire portfolio, while offering them the transparency and custodial security that they seek.

3

Website Disclaimer | Peters Wealth Management, LLC

http://peterswealthmanagement.com/about/website-disclaimer

Disclosure Brochure (.PDF). No Offer or Advice. This Website is for general purposes only and does not constitute an offer or solicitation of offers for any securities. The information contained herein should not be used or relied upon in connection with the purchase or sale of any security. Links to Other Websites. 2016 Peters Wealth Management, LLC,. 4000 Diamond Creek Court Carrollton, Texas 75010 Ph: 972-492-4920.

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Flood Relief Resource Summary. Flood Relief Resource Summary. Investment advisory services are offered through Peters Wealth Advisors, LLC ( PWA ) an investment advisor registered with the U.S. Securities and Exchange Commission. Such services are only provided after clients have entered into a Wealth Management Agreement confirming the terms of the advisor client engagement and have been provided a copy of PWA’s ADV Part 2A brochure document.

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Peters Wealth Management, LLC | Welcome to Peters Wealth Management

Disclosure Brochure (.PDF). Wrap Fee Brochure (.PDF). WELCOME TO PETERS WEALTH MANAGEMENT, LLC. Peters Wealth Management, LLC (PWM) is an Independent Registered Investment Advisory firm that serves individual investors, trusts, and small entities. Our independence allows us the flexibility to offer our clients individual portfolio management tailored to their specific needs and risk tolerance. 2018 Peters Wealth Management, LLC,. 4000 Diamond Creek Court Carrollton, Texas 75010 Ph: 972-492-4920.

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