Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors Discovering where you're most invested in life. Building you the financial freedom to live it.

Petersen Hastings originated in 1962 with the promise that the client’s interest would always be first. Over the next 30 years, we evolved our services to include retirement plan administration, investment management and personal financial planning. Petersen Hastings continued with the promise of always keeping our client’s interest first with an early adoption of an independent fee-only structure and always acting as a fiduciary. We have created the The Trusted Financial Path™; a process that systematically guides clients toward their bigger future. Using the latest financial planning techniques and investment strategies, we map our client’s route and monitor their progress in reaching their goals. Petersen Hastings has continued its path of growth in employees, clients and geographic span to be nationally recognized as one of the largest independent Registered Investment Advisors. For over 50 years Petersen Hastings has existed as a fee-only, Registered Investment Advisory firm located in Kennewick and Walla Walla, Washington. We specialize in helping busy executives, federal employees, retirees, doctors, educators, agriculture workers, families and owners of closely held businesses in Eastern Washington. We work to provide each and every client with an advisor experience they have never had before.

The women of Petersen Hastings Wealth Advisors were proud to attend the Tri-Cities Women in Business Conference, connect...
09/23/2026

The women of Petersen Hastings Wealth Advisors were proud to attend the Tri-Cities Women in Business Conference, connecting with inspiring women from all industries.

We were also glad to hear keynote speaker Jill Christensen at lunch, and our advisors enjoyed meeting so many members of our community at the booth.

Events like this remind us why we love being part of this community. 🌟

You built the business. But did you build your exit?Matthew Petersen, CTFA, AIF®'s guest column with the Tri-Cities Area...
09/23/2026

You built the business. But did you build your exit?

Matthew Petersen, CTFA, AIF®'s guest column with the Tri-Cities Area Journal of Business explores why business owners should think about liquidity long before a sale is on the table, and how early planning can create more options when it matters most.

Liquidity planning for business owners should begin well before any business sale transaction is considered. Unfortunately, for many business owners, the first time they think about building accessible liquidity is when an offer is being made to purchase their business, or a life event occurs that.....

09/22/2026

What a weekend! 🏊‍♂️🚴‍♂️🏃‍♂️

We loved being out there supporting athletes at 70.3 Tri-Cities Washington, and it was especially fun cheering on our own CEO, Scott Sarber, as he crossed the finish line in the top third of his age division! 👏

A great day of community, determination and plenty of cheering. Here are a few moments we captured along the way. 📸

09/17/2026

Thank you for an incredible night **es! 🍷 With live music from Zac Burrell, delicious food trucks, and beautiful views all around, our annual Client Appreciation Event was truly special. Thank you to everyone who joined us to celebrate the relationships that make Petersen Hastings Wealth Advisors what it is. Here’s to another year of building your future together. 🌟

Tonight’s the night! 🍷🎶We’re looking forward to celebrating you, our valued clients, at Goose Ridge Estate Winery!Join u...
09/16/2026

Tonight’s the night! 🍷🎶

We’re looking forward to celebrating you, our valued clients, at Goose Ridge Estate Winery!

Join us from 4–6 PM for an evening of live music by Zac Burrell, delicious bites from local food trucks, w**e, b**r, specialty cocktails (and mocktails!), and plenty of good company.

It’s our way of saying thank you for being part of the Petersen Hastings family. We can’t wait to see you there!

📍 Goose Ridge Estate Winery
🕓 4–6 PM

Our offices will be closed from 2 PM through close of business today so our team can enjoy the evening with you.

09/15/2026

8 Retirement Hot Takes 🔥 From a CFP® Professional

For informational purposes only. Not personalized financial or tax advice. Advisory services offered through Petersen Hastings Wealth Advisors.

Welcome to the team, Carson Poulson! 🎉Carson joins us as an Associate Wealth Advisor, bringing a sharp eye for numbers a...
09/11/2026

Welcome to the team, Carson Poulson! 🎉

Carson joins us as an Associate Wealth Advisor, bringing a sharp eye for numbers and a genuine passion for helping people work toward their goals. Born and raised in Yakima, he earned his degree in Finance from Washington State University and spent time sharpening his skills in the agriculture industry before making the jump into wealth management.

With a forward-thinking mindset and a genuine love of learning, he's already a great fit for our team. Outside the office, you'll find him on the golf course, hitting the slopes, at a concert, or cheering on the Mariners.⛳️⛷️🎶

Please join us in giving Carson a warm welcome!

Today, we remember and honor the lives lost on September 11, 2001. 🕊️
09/11/2026

Today, we remember and honor the lives lost on September 11, 2001. 🕊️

Today is National 401(k) Day, a reminder that retirement readiness is built through consistent planning and informed dec...
09/10/2026

Today is National 401(k) Day, a reminder that retirement readiness is built through consistent planning and informed decision-making.

Whether it's increasing contributions, reviewing investment allocations, or taking advantage of employer matching, small actions today can make a meaningful difference in long-term financial outcomes.

Retirement planning is not just about saving more. It is about creating a strategy that helps turn future goals into reality.

Swipe through for guidance at every stage of your career.

09/10/2026

Having $1M saved in retirement is step one. Knowing how to keep it growing while drawing it down without running out is step two. 🎯

Address

8203 W Quinault Avenue, Ste 101
Kennewick, WA
99336

Opening Hours

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

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