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

 
September 23, 2019

Weekly Market Update for September 23, 2019

General market news Last week, the Federal Reserve (Fed) cut rates by 25 basis points (bps), bringing the lower rate target to 1.75 percent. The 10-year Treasury opened early Monday at 1.69 percent after posting its highest rates since the end of July at 1.90 percent. The 2-year […]
September 1, 2019

Market Thoughts for September 2019

August 1, 2019

Market Thoughts for August 2019

July 22, 2019

Weekly Market Update for July 22nd, 2019

General market news Rates fell across the curve last week, with the largest declines on the short end of the curve. The 10-year Treasury yield opened the week at 2.04 percent, and the 30-year opened at 2.56 percent. Markets were down on the week. The technology sector was […]

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