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®
Investment Adviser Representative, Financial Advisor Registered Principal, RJFS
Laura Christofferson bio image
Laura N. Christofferson, CFP®, CDFA™
Investment Adviser Representative Financial Advisor
Carol Klatt bio image
Carol M. Klatt
Operations Manager Investment Adviser Representative

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

Debt ceiling: Common sense prevailed

Debt ceiling: Common sense prevailed

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market moves back to focusing on the fundamentals

Market moves back to focusing on the fundamentals

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Brighten up your estate plan this summer

Brighten up your estate plan this summer

Check in with your advisor and review dates to remember this season.
Estate & Giving
Outlining market lessons learned as summer starts

Outlining market lessons learned as summer starts

Raymond James CIO Larry Adam provides insight and key takeaways on factors impacting the market.
Markets & Investing
Conflicting signals add uncertainty to Fed's rate path

Conflicting signals add uncertainty to Fed's rate path

Choppiness in the equity market continues as investors look to see a debt limit deal approved.
Markets & Investing
Debt ceiling deal – what's in it?

Debt ceiling deal – what's in it?

Washington Policy Analyst Ed Mills reviews the proposed agreement and discusses its potential market impacts.
Economy & Policy
Complex, significant wealth warrants elevated support

Complex, significant wealth warrants elevated support

Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Debt ceiling deal moves closer to the finish line

Debt ceiling deal moves closer to the finish line

With a debt ceiling agreement reached in principle, CIO Larry Adam looks at how this development - pending passage through the House and Senate - impacts his team's respective market and economic views.
Economy & Policy
What are you waiting for?

What are you waiting for?

Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The resilience of the U.S. economy: It’s all about employment, and the consumer

The resilience of the U.S. economy: It’s all about employment, and the consumer

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
What will the Fed’s updated dot plots signal to the market?

What will the Fed’s updated dot plots signal to the market?

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Identify the connection between net worth and risk tolerance

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth.
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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