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
Sara Wenzel
Sara Wenzel
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

Latest News

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
Economy & Policy
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
Economy & Policy
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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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