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

Matthew B. Wigren, CFP^®, CIMA^®

Investment Adviser Representative, Financial Advisor Registered Principal, RJFS

Laura N. Christofferson, CFP^®, CDFA™

Investment Adviser Representative Financial Advisor

Operations Manager Investment Adviser Representative

Senior Registered Branch Associate

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

Individuals & Families

Individuals & Families

Planning for life so you can live yours.

Niches

Tech Professionals & Executives

Tech Professionals & Executives

Planning specific to those working in tech

Niches

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for and living in retirement.

Niches

Small Business Owners

Small Business Owners

Helping create employee retirement plans.

Niches

Latest News

Why work with a financial advisor?

Why work with a financial advisor?

A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.

Retirement & Longevity

Webinar replay - Summer is ending: Market set to heat up?

Webinar replay - Summer is ending: Market set to heat up?

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

Unparalleled rate movement

Unparalleled rate movement

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

A business owner's guide to year-end tax planning

A business owner's guide to year-end tax planning

Tax mitigation strategies can help the bottom line.

Business Ownership

Employment weakness cements our view

Employment weakness cements our view

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

These signs suggest the Fed need to get going on rate cuts

These signs suggest the Fed need to get going on rate cuts

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Bouncing back after a job loss

Bouncing back after a job loss

Recovering from job loss is possible. Explore guidance to help you get back on your feet.

Family & Lifestyle

Estate planning: Your loved one's long-term care

Estate planning: Your loved one's long-term care

Ensure your family member with special needs is cared for after you’re gone.

Estate & Giving

A slow moving economic cycle

A slow moving economic cycle

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

August sees markets close strong after tough start

August sees markets close strong after tough start

A soft landing for the U.S. economy still appears to be the most likely outcome.

Markets & Investing

What time is the right time for retirement?

What time is the right time for retirement?

Age may just be a number, but when it comes to retirement, it matters.

Retirement & Longevity

Are your important documents secure and accessible?

Are your important documents secure and accessible?

Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.

Family & Lifestyle

Plan for the future because that’s where you are going to spend the rest of your life.

Mark Twain