James Peterson
Saratoga Springs

931 N Redwood Rd

Saratoga Springs, UT 84045

+1 (801) 798-4387
jpeterson@capitalwealth.com

About James Peterson

James Peterson is an experienced Investment Advisor based in Saratoga Springs, UT. With 34 years of expertise in the financial industry, James is a Certified Financial Planner (CFP) dedicated to helping clients make informed investment decisions. Known for his strong analytical skills and attention to detail, James provides personalized financial advice tailored to meet each client's specific goals and needs. In addition to his professional commitments, James enjoys giving back to the community through volunteering activities and indulging in DIY projects during his free time. His passion for helping others extends beyond the world of finance, making him a well-rounded individual with diverse interests outside of his career focus.

Insights

June 11, 2023

Investing in Sustainable Infrastructure

Discover the importance of investing in sustainable infrastructure to create a more resilient and eco-friendly future. Learn how sustainable infrastructure projects can contribute to economic growth, environmental protection, and social well-being. Embrace the opportunities for innovation and positive impact by prioritizing sustainable development in building our communities.

August 26, 2023

The Future of Work: Implications for Investors

Discover how the future of work is impacting investors and their strategies. Gain insights into the evolving landscape and its potential implications for investments. Explore key trends, technologies, and industries that are shaping the way we work, and learn how investors can adapt to these changes to maximize opportunities. Stay ahead of the curve with this insightful exploration of the future of work and its impact on investment decisions.

December 7, 2022

The Power of Compound Interest: A Long-Term Perspective

Discover the incredible potential of compound interest and its long-term impact on your finances. This thought-provoking article delves into the power of compounding returns over time, highlighting how even small investments can accumulate significant wealth when given enough time. Unlock the secrets to maximizing your financial growth and start harnessing the benefits of compound interest today.

November 21, 2022

Building a Diversified Real Estate Portfolio

Learn how to build a diversified real estate portfolio to maximize your investments. Discover the strategies and key considerations for selecting properties across different locations, types, and risk profiles. Enhance your knowledge of asset allocation, rental income generation, and effective property management techniques. With expert insights and practical tips, unlock the potential of diversification in real estate investment to achieve long-term financial growth and stability.

Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+18017984387
jpeterson@capitalwealth.com