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 11, 2018

Weekly Market Update for June 11th, 2018

General market news The 10-year Treasury yield opened at 2.95 percent on Monday morning, while the 30-year opened at 3.10 percent and the 2-year at 2.52 percent. The Federal Reserve (Fed) is set to raise rates this week, and we may also learn news on its outlook for […]
June 4, 2018

Weekly Market Update for June 4th, 2018

General market news The 10-year Treasury yield opened at 2.90 percent on Monday morning. This result was up from last week’s low of 2.75 percent, but it was well below the recent high of 3.12 percent. Meanwhile, the 30-year opened at 3.05 percent and the 2-year at 2.48 […]
June 2, 2018

Market Thoughts for June 2018

May 29, 2018

Weekly Market Update for May 29th, 2018

General market news The 10-year Treasury yield dropped to as low as 2.79 percent early Tuesday, while the 30-year opened at 3.05 percent and the 2-year at 2.44 percent. The 10-year had been as high as 3.12 percent a little less than two weeks ago. The steepness of […]

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