Our Story

Assisting you in managing your financial future is a privilege. We hope to achieve that honor by earning your trust and confidence. Let us show you how.

Rich Tegge, President

Assisting you in managing your financial future is a privilege. We hope to achieve that honor by earning your trust and confidence.
Let us show you how.

Rich Tegge, President

As independent professional advisors, we offer personalized wealth management, retirement planning, and 401k strategies to individuals, businesses, and institutions.

Our Vision

To bring clarity and confidence to your financial life.

Our Philosophy

To preserve and grow your wealth through sound planning.

Our Promise

  • Courteous Service
  • Trustworthy & Competent Advice
  • Regular Monitoring & Updating of Your Plan
  • Clear & Consistent Communications
  • Full Disclosure of Costs & Risks

The relationships we have with our clients are extremely personal. Providing them with a high quality of service is our passion.

Jessica Anderegg, Director of Operations

 

HOW WE HELP

 
July 18, 2017

Weekly Market Update for July 17th 2017

General market news After being as high as 2.39 percent, the yield on the 10-year Treasury moved lower late last week, opening at 2.30 percent on Monday. Some weaker-than-expected economic data, combined with what seemed to be more dovish comments from Federal Reserve (Fed) Chair Janet Yellen, helped […]
July 14, 2017

Weekly Market Update for July 10th 2017

General market news Since the low on June 27, the sell-off in Treasuries has caused the 10-year to break through some technical levels. The 10-year Treasury opened at 2.36 percent early Monday after finishing the holiday-shortened week just below 2.40 percent. It tested the 2.12-percent level on the […]
July 7, 2017

Market Update for the Quarter Ending June 30th 2017

Mixed returns in June cap strong second quarter Large-cap equities did well in June, even as technology stocks ran into turbulence. The Dow Jones Industrial Average and S&P 500 Index posted solid gains of 1.74 percent and 0.62 percent, respectively. But the technology-laden Nasdaq suffered, finishing the month […]
July 5, 2017

Market Thoughts for July 2017

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