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, Financial Advisor Registered Principal, RJFS

Laura N. Christofferson, CFP^®, CDFA™

Investment Adviser Representative Financial Advisor

Operations Manager Investment Adviser Representative

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

Individuals & Families

Individuals & Families

Planning for life so you can live yours.

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Tech Professionals & Executives

Tech Professionals & Executives

Planning specific to those working in tech

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for and living in retirement.

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Small Business Owners

Small Business Owners

Helping create employee retirement plans.

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Latest News

High inflation is never good, but markets have been overreacting

High inflation is never good, but markets have been overreacting

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Market volatility is a normal feature of long-term investing

Market volatility is a normal feature of long-term investing

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Don’t let estate blunders get in the way of your wishes

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.

Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.

Estate & Giving

Reviewing the building blocks of the global food chain

Reviewing the building blocks of the global food chain

Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.

Markets & Investing

Odds and ends

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

Markets & Investing

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Why the uptick in inflation isn't the start of a new trend

Why the uptick in inflation isn't the start of a new trend

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Take your business skills to the nonprofit sector

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.

Business Ownership

Leveraging a non-occupant co-borrower to buy a home

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.

Family & Lifestyle

Companies' sustainability goals encourage efficiency

Companies' sustainability goals encourage efficiency

Companies show that environmental business practices can be good for business.

Technology & Innovation

After the Fed pivot: Where are the opportunities?

After the Fed pivot: Where are the opportunities?

Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.

Markets & Investing

Plan for the future because that’s where you are going to spend the rest of your life.

Mark Twain