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

 
May 16, 2019

Time to Hit the Panic Button on Market Volatility?

Recent declines have taken the U.S. stock markets down more than 2 percent. Not surprisingly, worries have started to grow. After all, this could be the end of the bull market. But is it time to hit the panic button? The simple answer is no. Why? What we […]
May 13, 2019

Weekly Market Update for May 13th, 2019

General market news Treasuries experienced some elevated volatility last week, with the U.S.-China trade talks and the newly imposed tariffs sending money to safety. The 10-year Treasury was as high as 2.48 percent last week and 2.54 percent the week before. It opened early Monday at 2.41 percent. […]
May 5, 2019

Weekly Market Update for May 6th, 2019

General market news Rates were very volatile last week, with the 10-year Treasury hitting a low of 2.46 percent on Wednesday and a high of 2.56 percent on Friday. Concerns over trade talks with China drove rates down over the weekend, with the 10-year starting the week at […]
April 29, 2019

Weekly Market Update for April 29th, 2019

General market news Rates moved lower last week, as the 10-year Treasury hit a high of 2.61 percent the previous week, moved to as low as 2.49 percent late last week, and opened at 2.52 percent early Monday. The curve remains flat and inverted on the short end. […]

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