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INTERSTATE WEALTH, LLC  | 1480 WEST CITY HWY 16, SUITE 300  | WEST SALEM, WI 54669 | 608-790-9925

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Providing clarity, understanding and

control of your financial future.

Get on the road to your financial success.

About Interstate Wealth

Interstate Wealth was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide to every one of our clients.

 

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

 

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go.  Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

 

Our Principles Set the Standard for Success

At Interstate Wealth, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

CONTACT US

www.interstatewealth.com | 608-790-9925

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth  is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.

Meet our founder & president, Brent A. Peterson.

Brent typically advises investors and retirees that when searching for an advisor to work with, it sometimes is more important to understand not what services that advisor provides, but to understand why the advisor does what they do.  Whether you want to work with a person and have actual conversations about your investments/retirement, or whether you are comfortable utilizing the “automated” online “robo-advisor”, there are many options for investors to choose from.  Either road can often lead to the same results.  But Brent believes it is important that when choosing a financial advisor, you need to make sure their beliefs and principles match yours’.

 

Growing up in northern Iowa in the 70’s and 80’s, Brent took the principles and values his parents instilled in him and laid the foundation for what his core beliefs as an advisor have become.  And the last 12 years in the financial planning industry has afforded Brent the time to develop and apply these core principles and beliefs, driving what his planning process is today.  Simply put, Brent believes in doing what is right for the client.

 

“The word ‘fiduciary’ gets tossed around in a casual way that I believe diminishes the intended meaning.  Just because an advisor is licensed as a fiduciary doesn’t necessarily mean that they think like one.  For me, behaving like a fiduciary is second nature.  It is the way I was raised.” – Brent Peterson

 

CONTACT US

www.interstatewealth.com | 608-790-9925

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth  is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.

All the right services to get the job done.

Our company was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

 

Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.

 

These goals are our only focus in your retirement plan. Retirement planning doesn’t have to be complicated.

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

 

Complete List of Services

Retirement Planning

Social Security Planning

Insurance Planning

Wealth Transfer Strategies

College Planning

Charitable Giving

IRAs

Precious Metals Investing

Annuities (Variable, Fixed, Indexed)

Mutual Funds

Investment Products (401k, REITs, etc)

Personal Life Insurance

Business Insurance Planning

Disability Income Insurance

Long Term Care Insurance

Retirement Rollovers

 

 

 

CONTACT US

www.interstatewealth.com | 608-790-9925

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth  is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.

Get Free Access To All Of  These Programs Now By Filling Out

The Form Below and Downloading The Reports Instantly.

Unique Financial Products That We Offer.

We have partnered with Virtue Capital Management and are able to bring you some of the most effective and cutting-edge financial products in the entire industry. From our unique and proprietary Stop Loss Portfolios to our revolutionary new 401kPlanPro program, our  products are second to none. Go ahead and fill out the form below and you will receive instant access to more information about all of these exciting programs free!

 

 

 

Stop Loss Portfolios

Mitigate risk and achieve the growth you need with our Stop Loss Models. The goals of these portfolios are simple: One, achieve full diversification across all U.S. equity sectors. Two, help remove the emotional aspect of investing. Three, limit downside risk and participate during a market recovery. Read our free 12 page report on our unique Stop Loss Portfolios.

 

 

The 401kPlanPro Program

The 401kPlanPro is a personalized and comprehensive program designed to help investors make informed decisions with their company-sponsored retirement plans such as as 401(k), 403(b) and 457. The 401kPlanPro includes a unique Buyline® feature that offers quarterly buy/sell recommendations and more. It's quick, it's simple and helps you maintain complete control of your assets. LEARN MORE

 

 

The Truth About Annuities

Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity? One of the keys to annuities is to invest in the ones that work the best for you and your family. We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals. Read our free annuities 101 report designed to help you better understand annuities.

 

 

When To Begin Taking Social Security

According to the U.S. Social Security Administration, there are approximately 5.5 million Americans qualifying for Social Security benefits every year. Social Security (SS) is one of the few remaining sources of lifetime, inflation-adjusted income available today, and it can play a very important role in a retirement income plan. Download and read the free report now.

 

 

www.interstatewealth.com | 608-790-9925

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth  is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.

Contact us here anytime or feel free to gives us a call. We look forward to getting to know you and help you advance your practice with proven methods and ideas now and into your financial future.

Contact us here to get started.

www.interstatewealth.com

INTERSTATE WEALTH, LLC | 1480 WEST CITY HWY 16, SUITE 300  | WEST SALEM, WI 54669 | 608-790-9925

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brent A Peterson, Investment Advisor Representative and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brent A Peterson/ Interstate Wealth  is an investment advisor with Virtue Capital Management, LLC.   Investment Advisory Services offered through Virtue Capital Management, LLC; an SEC registered investment advisor. Virtue Capital Management is independent of Interstate Wealth, LLC.