Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for volatility. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

You don't settle for anything less than the best. Neither do we. Quite simply, there’s too much at stake to entrust the management of your wealth to a lack of experience or attention to detail. That’s why our team focuses on you and your financial life with no tolerance for loose ends. We pride ourselves on providing only the highest level of due diligence and an uncompromised level of service when it comes to your financial future. So, we invite you to ask yourself: When was the last time you were impressed with who you trust to handle your financial affairs?

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Matthew Lemke, AAMS

Financial Advisor Branch Manager, RJFS

Erik Gullickson

Financial Advisor, RJFS

Lauren Kinnare

Client Service Manager

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

An elevated advisory experience

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Your Post-CARES Act Guide

Explore the act’s impact on year-end planning.

Retirement & Longevity

Second Quarter GDP Reflects Early Pandemic Response

The latest GDP figures show the worst single-quarter U.S. economic contraction in over 70 years.

Markets & Investing

The GDP Arithmetic

Chief Economist Scott Brown discusses current economic conditions.

Economy & Policy

Congress, Not Just the President, Shapes Future Legislation

While public focus remains largely on the presidential race, Washington Policy Analyst Ed Mills reminds investors that congressional outcomes are just as impactful for future regulatory changes.

Economy & Policy

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Economy & Policy

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.

Markets & Investing

The Unofficial Guide to American Snowbirds

Yearning for warmer winters? Think about what it'd mean to leave your nest – temporarily – and establish a new one.

Retirement & Longevity

The Underappreciated Link Between COVID-19 and Cybersecurity

“When the COVID virus first broke out … we immediately started seeing threat actors registering COVID-related domains,” explains Senior Cyber Threat Analyst Marcus Cavil.

Lifestyle & Technology

Ready to Negotiate on Your Next Big Purchase?

Three ways to help you land a better bargain on your next car or home.

Lifestyle & Technology

What Would a Biden Administration Mean for Energy Policy?

Energy Analyst Pavel Molchanov and Washington Policy Analyst Ed Mills discuss implications for carbon neutrality, drilling regulations and electric power generation.

Economy & Policy

Backward-Looking GDP Shouldn’t Shake Future-Focused Investors

Remember that the upcoming numbers will reflect April through June – and they may even be revised later, cautions CIO Larry Adam.

Markets & Investing