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

Overcome market timing and loss aversion with dollar-cost averaging.
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
As the office buildings market faces headwinds, investors look to alternative sectors.
Markets & Investing
A guide for adult children planning travels with parents.
Family & Lifestyle
How to navigate caregiving when a loved one is suffering memory loss.
Family & Lifestyle
While politics garner headlines, fundamentals drive the market over the long term.
Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
Raymond James Chief Investment Officer Larry Adam embraces the Thanksgiving spirit and shares holiday dynamics that are in better places than a year ago.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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

Are you ready? Let’s uncover the possibility of working together.

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