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.

Debunking Social Security Myths [INFOGRAPHIC]

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Retirement & Longevity

Step 1: Identify Your Objectives

Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

June Employment Report (and other recent data)

Chief Economist Scott Brown discusses current economic conditions.

Economy & Policy

Weekly Market Guide

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

Markets & Investing

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Economy & Policy

Companies’ Growing Focus on ESG Issues Is Shaping Our Future

From innovative, water-saving products to energy-efficient buildings, a focus on sustainability is creating ripples of change across industries worldwide.

Lifestyle & Technology // Markets & Investing

Snapshots of Sustainability

Here's a look at ESG innovation across a few select industries.

Lifestyle & Technology // Markets & Investing

Sustainability’s Imprint on the Business World

As investors and consumers seek sustainability, companies transform their approach to solving some of the world’s biggest challenges.

Markets & Investing

Mixed Results in June; Tech Stocks Continue to Outperform

As states ease their COVID-19 lockdown measures, rising case numbers have put pressure on equity markets.

Markets & Investing

Food and Beverage Companies Plant Seeds of Sustainability

From farm to fork, the industry is innovating and streamlining to feed more while reducing greenhouse gas emissions.

Lifestyle & Technology // Markets & Investing

Transportation’s Evolution, From Electric Buses to Hyperloop

Planes, trains, cargo ships and autos are getting high-tech help in easing off the fuel pedal.

Lifestyle & Technology // Markets & Investing

CIO Offers Patriotic Perspective on Markets’ 2020 Prospects

“The U.S. economy has a history of resiliency,” explains CIO Larry Adam. “We remain confident equities will move higher over the next 12 months.”

Markets & Investing