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®
Investment Adviser Representative, Financial Advisor Registered Principal, RJFS
Laura Christofferson bio image
Laura N. Christofferson, CFP®, CDFA™
Investment Adviser Representative Financial Advisor
Carol Klatt bio image
Carol M. Klatt
Operations Manager Investment Adviser Representative
Sara Wenzel
Sara Wenzel
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

Latest News

Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
8 questions to ask your family during the holiday season.
Family & Lifestyle
The SECURE Act’s 10-year rule for retirement account beneficiaries is ready for implementation. See how it could impact your wealth and wealth transfer plans.
Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Overcome market timing and loss aversion with dollar-cost averaging.
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain

Are you ready? Let’s uncover the possibility of working together.

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