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

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.

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Tech Professionals & Executives

Tech Professionals & Executives

Planning specific to those working in tech

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for and living in retirement.

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Small Business Owners

Small Business Owners

Helping create employee retirement plans.

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Latest News

To convert, or not to convert to Roth IRA – tax is the question

To convert, or not to convert to Roth IRA – tax is the question

When planning for retirement, it has long been known that taxation is one of many associated mazes.

Retirement & Longevity

Setting 2023 goals for your business? Consider these ideas

Setting 2023 goals for your business? Consider these ideas

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.

Business Ownership

The Giving Pledge, enduring generosity and charitable change

The Giving Pledge, enduring generosity and charitable change

Billionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities.

Estate & Giving

Services spending is providing a boost to economic growth

Services spending is providing a boost to economic growth

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Federal Reserve Bank of New York household debt and credit quarterly

Federal Reserve Bank of New York household debt and credit quarterly

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Markets find reasons for optimism amid volatile performance

Markets find reasons for optimism amid volatile performance

While 2022 has proven challenging for investors, CIO Larry Adam shares why there’s still plenty to be thankful for.

Markets & Investing

Weekly market guide

Weekly market guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.

Markets & Investing

Financial resolutions for 2023

Financial resolutions for 2023

Start the new year right by reviewing and revamping your financial plan.

Retirement & Longevity

“No kids” shouldn't mean “no estate plan”

“No kids” shouldn't mean “no estate plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.

Estate & Giving

Homes smart enough to save you money

Homes smart enough to save you money

When it comes to smart home technologies, there is an abundance of options. Here are some we think are worthy investments.

Family & Lifestyle

Choose your financial tool wisely

Choose your financial tool wisely

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

Markets & Investing

Weekly investment strategy

Weekly investment strategy

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

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

Mark Twain