facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Simplifying Managing Organizing

Your Financial Life

Get Started

Planning with a Purpose.

 


At Desert Crest, we focus on:

  • Individuals nearing retirement
  • Retirees & Surviving Spouses
  • Families who are caring for a loved one with special needs


Why Desert Crest?

My number one goal is to help you spend your time and assets towards the things that you value most. Proper financial planning will align these values.


2 Advisors, just 1 fee Henderson, NV Desert Crest Financial

CFP® Professional

Not all advisors are "certified" planners. A CERTIFIED FINANCIAL PLANNER™ comes with rigorous qualifications and a promises to put you first.

Full-Practice Guidance Henderson, NV Desert Crest Financial

Full-Picture Guidance with a Purpose

Invest smart. Reduce taxes. Build a plan. Why? So that you can safely navigate your financial life while also creating experiences with those you love. 

Personal Partnership Henderson, NV Desert Crest Financial

Personal Partnership

To us, being your advisor means supporting you as your life evolves, keeping your finances on track over time, and being your go-to call for your every financial question.

Who We Work With

While we serve a range of individuals and families, we specialize in working with the following:


Woman Experience Life Changes Henderson, NV Desert Crest Financial

Experiencing Life Changes

Read More

Families with Special Needs Henderson, NV Desert Crest Financial

Families with Special Needs

Read More


Sound Like You?

Schedule Time to Chat

Creating a Financial Strategy that Fits Your Life

Services we offer include the following:

  • Investment management
  • Social Security timing
  • Tax planning
  • Retirement planning
  • Insurance planning
  • Benefits planning
  • ABLE and Special Needs Trust planning

Meet Your Planner


Patti Peterson Henderson, NV Desert Crest Financial

Stuart Petty, CFP®, ChSNC®

Money can be intimidating. So let's talk. Often, if needed. Planning is an ongoing process. Let's get organized and simplify things as much as possible. Read My Full Bio



Seem Like We Could Be a Good Fit?

Whether you have a few questions or want to see if we’re right for you, we encourage you to reach out.

Schedule a Call with Us