Peterson Rogers Private Wealth, LLC

PetersonRogers Private Wealth, LLC advises family offices, high‑net‑worth and ultra‑high‑net‑worth individuals, business owners, corporations and retirement plans, providing wealth management, investment advisory, financial planning, and corporate/retirement plan consulting. The firm delivers services through the Axxcess third‑party asset management platform (TAMP), including TPM selection and consolidated reporting of positions and performance.

PRPW employs a multi‑asset‑class, multi‑disciplinary approach that emphasizes customized portfolios and long‑term asset allocation over market timing, using fundamental, technical and cyclical analysis to select investments across public securities, third‑party managers, ETFs and alternatives. The brochure discloses that portfolios may incorporate derivatives (options and futures), borrowing (margin), and tailored money‑market sweep strategies for client cash balances when appropriate.

The firm provides consolidated performance and position reporting via the Axxcess Private Asset Platform and explicitly discloses limits on the accuracy of those reports, and it engages third‑party marketing/referral arrangements (SmartAsset) that are treated as compensated endorsements under the SEC Marketing Rule. PRPW’s disclosures also highlight the potential use of leverage and derivatives in managed accounts and a client mix concentrated in institutional and high‑net‑worth households rather than general retail individual clients.