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

Weekly Market Snapshot

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Investment Strategy

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Twists and Turns of Social Security

The Twists and Turns of Social Security

This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity
Weekly Market Guide

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Giving Charitably With QCDs

Giving Charitably With QCDs

Your required IRA distributions can benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
5 Reasons Wealth Transfers Fail

5 Reasons Wealth Transfers Fail

Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]

Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]

Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership
7 Ways to Boost Your Savings

7 Ways to Boost Your Savings

Discover smart options to grow your savings.
Retirement & Longevity
6 Ideas for Building a Lasting Career Legacy

6 Ideas for Building a Lasting Career Legacy

Making your mark through your work doesn't have to take a lifetime.
Business Ownership
Who, Why, What, Where?

Who, Why, What, Where?

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Saving for K-12 Education with a 529 Plan

Saving for K-12 Education with a 529 Plan

Learn about using 529 plans for more than just college savings.
Family & Lifestyle
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
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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