Pete Nelson, Financial Advisor

Pete Nelson, Financial Advisor Helping Business Owners and Individuals Achieve Financial Balance and a Secure Financial Future. CA Insurance License Number - 0K65670.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. OSJ: 6455 South Yosemite Street, Suite 425 Greenwood Village, CO 80111, ph # 303.770.9020. WEALTH STRATEGIES is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content T

he Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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A merely satisfied customer doesn’t tell anyone. Satisfaction is the floor, not the goal. What actually grows a business...
09/03/2026

A merely satisfied customer doesn’t tell anyone. Satisfaction is the floor, not the goal. What actually grows a business is people who walk away impressed enough to talk.

The city’s tourism problem is not just price. It is what happens when customers feel every small friction adding up.

Raising kids is expensive. That’s why it’s so important to talk to them from an early age about all aspects of money.
09/03/2026

Raising kids is expensive. That’s why it’s so important to talk to them from an early age about all aspects of money.

Here are some practical tips for teaching your kids how to build a confident financial future

Everyone’s got a story about family members and Long Term Care, and they’re rarely good.
09/02/2026

Everyone’s got a story about family members and Long Term Care, and they’re rarely good.

A dedicated portfolio bucket can help retirees self-fund future care. Here’s how much to set aside, how to invest it, and where to hold it.

Three important questions to consider before you start taking.
09/02/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

A new study revealed that both sleeping too little and too much may be linked to faster aging throughout the body.
09/01/2026

A new study revealed that both sleeping too little and too much may be linked to faster aging throughout the body.

New research discovered that too little or too much sleep can be detrimental to your long-term health. Instead, scientists recommend staying within this sweet spot.

If you've never tried burnt ends - today would be a good day to try them. If you're in Kansas City, there are a number ...
09/01/2026

If you've never tried burnt ends - today would be a good day to try them. If you're in Kansas City, there are a number of great places to try. If you're stuck in Utah like me, they're harder to find, but you can find them. Or make your own! Enjoy!

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
09/01/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Sophisticated buyers don’t value businesses by plugging numbers into a spreadsheet. They work through a series of questi...
08/31/2026

Sophisticated buyers don’t value businesses by plugging numbers into a spreadsheet. They work through a series of questions, each one testing whether the business deserves more confidence or more caution.

Before assigning a valuation, institutional buyers evaluate cash flow quality, financial discipline, operational resilience and risk. Learn the five tests that matter most.

There are four basic steps to calculating the value of an estate.
08/31/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
08/28/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

Address

756 E Wi******er Street , Suite 304
Murray, UT
84107

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18018957948

Website

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