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

Quick Facts About the Bright Future of Solar Energy

Quick Facts About the Bright Future of Solar Energy

Interest in solar energy is soaring – and for good reason.
Lifestyle & Technology
Return of Principal Versus Return on Principal

Return of Principal Versus Return on Principal

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

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
This and That

This and That

Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
The Ripple Effect of Interest Rates [VIDEO]

The Ripple Effect of Interest Rates [VIDEO]

Even small changes in interest rates can have a major impact on the economy and your financial plan.
Economy & Policy
The Fed and the Fuss, Demystified [INFOGRAPHIC]

The Fed and the Fuss, Demystified [INFOGRAPHIC]

Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
9 Secrets of Successful Centenarians

9 Secrets of Successful Centenarians

These nine commonalities may help you live a longer, healthier and happier life.
Lifestyle & Technology
For the Love of Libraries

For the Love of Libraries

The spaces that make lifelong learning accessible to all are seeking patrons’ support.
Estate & Giving
Loved Ones, Legacies and Life Insurance

Loved Ones, Legacies and Life Insurance

For some estate planning and financial goals, life insurance may be just the solution.
Family & Life Events
Top of the Mind Questions from Investors

Top of the Mind Questions from Investors

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