Meet the team at

Interstate Wealth.

Brent A. Peterson, Founder/CEO

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 decade and a half  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

 

EMAIL BRENT

Edward Matsushima, Financial Consultant

Edward is a financial professional who is devoted to finding a personalized financial solution to help achieve his client's individual goals.  He believes that creating a financial plan should be a discussion with a friend you trust, not a meeting with a salesman. He believes that hard-work, transparency, and honesty are traits that all clients deserve when speaking with professionals in the industry and prides himself on providing those attributes to his clients.

 

Prior to joining the financial industry, Edward had a successful professional hockey career. He's played in a number of NHL AAA affiliate organizations. The hard work, dedication and drive for success required in professional athletics has always been at the core of Edward’s beliefs and he utilizes these traits to help his clients realize retirement and financial success!

 

 

EMAIL EDWARD

TAP TO CALL

608-790-9925

INTERSTATE WEALTH, LLC

4535 MORMON COULEE ROAD, SUITE 2

LA CROSSE, WI 54601

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.