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.

<b style="color:#001946;">Rich Tegge, President</b>

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.

<b style="color:#001946;">Rich Tegge, President</b>

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.

<b style="color:#001946;">Jessica Anderegg, Director of Operations</b>

 

HOW WE HELP

 
January 14, 2019

Weekly Market Update for January 14th, 2019

General market news After several weeks of rates moving lower across the curve—with the 10-year U.S. Treasury reaching a low of 2.54 percent a little more than a week ago—rates were back up last week. The 10-year opened at 2.68 percent early Monday, while the 30-year opened just […]
December 17, 2018

Weekly Market Update for December 17th, 2018

General market news The 10-year U.S. Treasury opened at 2.87 percent early Monday, while the 30-year opened at 3.13 percent. The 2- to 5-year part of the curve remains slightly inverted, with the 2-year yielding about 0.08 percent more than the 5-year. The 3-year currently has the lowest […]
December 3, 2018

Weekly Market Update for December 3rd, 2018

General market news Rates moved lower last week, breaking some support levels. The 10-year Treasury dropped below 3.05 percent and opened Monday morning at 3.03 percent. The short end of the curve has tightened, with the difference between the 2- and 5-year Treasuries only 3.5 basis points (bps). […]
December 1, 2018

Market Thoughts for December 2018

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