Maddix Holdings

Peterson Rogers Private Wealth, LLC is an independent investment and advisory firm founded by Merrill (Tom) Peterson and Benjamin Rogers. The firm, registered with the U.S. Securities and Exchange Commission, offers tailored wealth management services to various clients, including family offices, high net worth individuals, and retirement plans. PRPW's investment strategies are client-centered, focusing on long-term asset allocation decisions rather than market timing. The firm provides investment advisory services on a discretionary or non-discretionary basis, with fees typically ranging from 0.5% to 1.25% of assets under management. Clients have the option to grant full or limited discretionary authority over their accounts. PRPW does not accept performance-based fees or engage in side-by-side management. The firm's investment philosophy emphasizes diversification, avoidance of market timing, and keeping fees low. PRPW uses Charles Schwab & Co. Inc. as its custodian and does not receive compensation from Schwab or other brokerage firms. Clients are urged to compare custodian account statements with PRPW's performance reports. The firm does not receive soft dollars or referral fees and has no disciplinary events to disclose. Clients may request reports detailing performance, asset allocation, and holdings. PRPW has no financial conditions impairing its ability to meet client commitments. The firm has discretionary trading authority and votes client securities in alignment with client interests.