Personalized planning for your 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.

Fixed Income Market Commentary

Kevin Giddis, co-head of Fixed Income Capital Markets, weighs in on recent bond market events and current influencing factors.

Markets & Investing

Let's Clear Up 10 Misconceptions About HSAs

When it comes to the versatile health savings account, misunderstandings abound.

Family & Life Events

Fixed Income Market Commentary

Kevin Giddis, co-head of Fixed Income Capital Markets, weighs in on recent bond market events and current influencing factors.

Markets & Investing

Check This List - Twice - Before Year-End

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.

Tax Planning

Judgement Call

Chief Economist Scott Brown discusses current economic conditions.

Economy & Policy

Tie Up Any Loose Ends Before the Year Ends

As autumn begins, take some time to reflect on your financial progress and tackle year-end planning deadlines.

Retirement & Longevity

7 Common Beneficiary Choices You Should Probably Rethink

From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.

Estate & Giving

Weekly Investment Strategy

Read the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Weekly Market Guide

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

Markets & Investing

Year-End Tax Tips for Businesses

Improve your bottom line with these tax mitigation strategies.

Business Ownership // Tax Planning

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Economy & Policy

6 Ideas for Building a Lasting Career Legacy

Making your mark through your work doesn't have to take a lifetime.

Business Ownership