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®
Certified Financial Planner™ Investment Advisor Representative, Registered Principal, RJFS
Laura Christofferson bio image
Laura N. Christofferson, CFP® CDFA™
Certified Financial Planner™ Investment Advisor Representative
Scott Wigren bio image
Scott A. Wigren, CFP®
Certified Financial Planner™ Investment Advisor Representative
Carol Klatt bio image
Carol M. Klatt
Registered Sales Assistant

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

In Review

In Review

Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
What Happens If There’s an Electoral College Tie?

What Happens If There’s an Electoral College Tie?

If no candidate secures 270 votes, who becomes the next U.S. president?
Economy & Policy
Weekly Investment Strategy

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

Explore a spectrum of strategies that can help you live out your family legacy.
Family & Life Events // Estate & Giving
COVID-19 Meets the 2020 Election

COVID-19 Meets the 2020 Election

An inside look at the political side effects of a worsening pandemic.
Economy & Policy
6 Actions That Can Build an Enduring Philanthropic Legacy

6 Actions That Can Build an Enduring Philanthropic Legacy

Making a difference can start with how you live your everyday life.
Estate & Giving
Making a Career Pivot

Making a Career Pivot

Need to change jobs? Read five tips to help you redesign your work life.
Family & Life Events
Fixed Income Thoughts Worth Repeating

Fixed Income Thoughts Worth Repeating

Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
President’s Executive Orders Further Complicate Relief Talks

President’s Executive Orders Further Complicate Relief Talks

Washington Policy Analyst Ed Mills discusses implications for unemployment benefits, payroll taxes, student loans and evictions.
Economy & Policy
Free Ways to Help Differentiate Your Business Online

Free Ways to Help Differentiate Your Business Online

You’re familiar with the major social media channels, but have you considered avenues like Bing Places For Business, Nextdoor and PRLog?
Business Ownership
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain

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