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

 
June 3, 2020

The Tax Implications of Working from Home

Presented by Rich Tegge In addition to causing countless hardships, the COVID-19 pandemic has created smaller issues that may be easy to overlook during a crisis. With employees working remotely far more often, for example, one such issue is the complexity of a scattered workforce and its various […]
June 2, 2020

Charitable Giving Incentives Under the CARES Act

Charitable Giving Incentives Under the CARES Act Presented by Rich Tegge With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Coronavirus Aid, Relief, and Economic Security (CARES) Act, enacted in March, includes […]
May 26, 2020

Early Signs Suggest Reopening Going Better Than Expected

Early Signs Suggest Reopening Going Better Than Expected Presented by Rich Tegge   In the past week, we had some mixed news on the coronavirus pandemic. Testing continued to rise, although improvement in slowing the spread rate and case growth seemed to stall. Further, the number of active […]
May 15, 2020

Pandemic Slowing, Economy Reopening, and Markets Reassessing

Pandemic Slowing, Economy Reopening, and Markets Reassessing Presented by Rich Tegge   In the past week, we’ve had some good news. To start, there has been continued and even accelerated progress with the pandemic, and it looks like we could be approaching “phase 2.” Plus, the economy has […]

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