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

Matthew B. Wigren, CFP^®, CIMA^®

Investment Adviser Representative

Laura N. Christofferson, CFP^®, CDFA™

Investment Adviser Representative

Operations Manager

Senior Registered Branch Associate

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

Planning for life so you can live yours.

Niches

Planning specific to those working in tech

Niches

Preparing for and living in retirement.

Niches

Helping create employee retirement plans.

Niches

Latest News

When buying luxuries, your portfolio can be powerful collateral.

Family & Lifestyle

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity

Nick Goetze discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.

Markets & Investing

Sometimes the very thing that creates substantial wealth poses its greatest threat.

Markets & Investing

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

In response to the 90-day pause on "reciprocal" tariffs, announced April 9, Managing Director, Washington Policy Analyst Ed Mills provides in-depth analysis of potential paths forward.

Economy & Policy

Starting a business in retirement.

Retirement & Longevity

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

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