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

 
March 26, 2020

What the Stimulus Package Will (and Won’t) Do for the Economy

What the Stimulus Package Will (and Won’t) Do for the Economy Presented by Rich Tegge   The Federal Reserve (Fed) has been consistently ahead of the coronavirus crisis. To help ensure that this medical crisis does not transmute into a financial one, the Fed stepped up early and […]
March 25, 2020

Scam Alert! Protecting Yourself and Your Finances

Presented by Rich Tegge   The number of stories about fraudsters taking advantage of unsuspecting victims seems to grow by the day. Of course, it’s easy to think, “This will never happen to me!” But to keep your money and personal information safe, it’s vital to stay abreast […]
March 23, 2020

Is the Market Overreacting to the Coronavirus Crisis?

Is the Market Overreacting to the Coronavirus Crisis? Presented by Rich Tegge   The market has pulled back significantly in the past couple of weeks. In fact, we’re seeing volatility like we’ve never seen before. Of course, concerns are mounting. But at the same time, we must ask […]
March 19, 2020

Are We on Our Way to Solving the Coronavirus Problem?

It goes without saying that the coronavirus pandemic is a serious problem, on many levels. But is it a solvable one? One way to find some answers is to look at the actual data. Let’s start with what we know. Can the Virus Be Controlled? First, the virus […]

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