What matters most to your family, matters most to ours

The best things in life are the things that endure:
families, friends and financial independence.

What matters most to your family, matters most to ours

Matt Wigren bio image
Matthew B. Wigren, CFP® CIMA®
Certified Financial Planner™ Investment Advisor Representative, Registered Principal, RJFS
Laura Christofferson bio image
Laura N. Christofferson, CFP® CDFA™
Certified Financial Planner™ Investment Advisor Representative
Scott Wigren bio image
Scott A. Wigren, CFP®
Certified Financial Planner™ Investment Advisor Representative
Carol Klatt bio image
Carol M. Klatt
Registered Sales Assistant

A knowledgeable team, an enduring legacy.

We’re a family-run practice that brings a distinct perspective to financial planning, one built on decades of acquired knowledge and the innovative approach of a new generation of financial professionals. We are here to build and preserve value for today and generations to come as your lifelong advisor.

What matters most to your family, matters most to ours

Latest News

Make-Whole Calls

Make-Whole Calls

Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
A Circle of Care

A Circle of Care

Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Weekly Market Snapshot

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Weekly Investment Strategy

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The April Employment Report

The April Employment Report

Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
The Economic Impact of President Biden's First 100 Days in Office

The Economic Impact of President Biden's First 100 Days in Office

"The U.S. economy grew 6.4% during the first quarter – the greatest initial quarter growth for a president since Ronald Reagan," says Chief Investment Officer Larry Adam.
Markets & Investing
The Do’s and Don’ts of Managing Up

The Do’s and Don’ts of Managing Up

Working remotely can add an extra challenge to building effective relationships; conquer it with these tips.
Family & Life Events
Strong Earnings and Stimulus Push Stocks Higher

Strong Earnings and Stimulus Push Stocks Higher

April markets end in positive territory, buoyed by stimulus, widespread vaccine adoption and earnings.
Markets & Investing
Cash Flow in Your IRA

Cash Flow in Your IRA

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Commonsense Tactics for Maximizing Productivity

Commonsense Tactics for Maximizing Productivity

Leverage your team members’ strengths and use top talent strategically.
Business Ownership
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain

Are you ready? Let’s uncover the possibility of working together.

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