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

Earnings season takes center stage

Earnings season takes center stage

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP & personal income and expenditures

GDP & personal income and expenditures

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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
Five habits of 401(k) millionaires

Five habits of 401(k) millionaires

Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity
2023 Outlook: The evolution of markets [INFOGRAPHIC]

2023 Outlook: The evolution of markets [INFOGRAPHIC]

Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing
Making a nonfamily successor the head of the family business

Making a nonfamily successor the head of the family business

Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Did you know 529s are powerful estate planning tools?

Did you know 529s are powerful estate planning tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Investing with a flat yield curve

Investing with a flat yield curve

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Tempted by the van life? Weigh these logistical trade-offs

Tempted by the van life? Weigh these logistical trade-offs

What to consider if the van life is calling to your inner nomad.
Family & Lifestyle
Following up on our 10 Themes for 2023

Following up on our 10 Themes for 2023

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Here we go again: The debt ceiling debate

Here we go again: The debt ceiling debate

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain

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