Petersen Hastings Investment Management INC

About Petersen Hastings Investment Management INC

<p>Founded in 1962, Petersen Hastings Investment Management Inc. now operates as Petersen Hastings Wealth Advisors, Inc., with offices in Kennewick and Walla Walla. From the Tri-Cities area, the firm works with individuals, businesses, and non-profits across Eastern Washington and the broader Pacific Northwest.</p> <p>As a fiduciary advisor, Petersen Hastings provides retirement plan support in both <a href="/plan-advisors">plan advisor</a> roles: 3(21) co-fiduciary guidance and 3(38) discretionary investment management. The team also handles investment strategy work and planning around retirement, estate considerations, and risk management.</p> <p>A key differentiator is its psychologist-designed discovery process, built to clarify goals and decision preferences before recommendations are made. The firm also follows a team-driven approach, so clients have access to more than one professional on planning and investment decisions.</p> <p>Petersen Hastings reports $1.4B in assets under management (2026). The firm has also been recognized by CNBC as one of the top advisory firms in the country.</p> <ul> <li>3(21) fiduciary advisor services</li> <li>3(38) discretionary investment management</li> <li>Retirement planning for individuals and plan sponsors</li> <li>Estate planning coordination and risk management planning</li> <li>Investment strategy and ongoing portfolio oversight</li> </ul>

Website: https://petersenhastings.com/

Founded: 1962