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 18, 2019

Weekly Market Update for March 18th, 2019

General market news The 10-year Treasury was down on Monday morning, opening at 2.58 percent. This is its lowest level since January 3, when it hit 2.55 percent. The 2-year, 5-year, and 30-year Treasuries opened at 2.43 percent, 2.40 percent, and 3.02 percent, respectively. The short end of […]
March 11, 2019

Weekly Market Update for March 11th, 2019

General market news The 10-year Treasury opened at 2.64 percent early Monday, while the 2-year, 3-year, and 5-year Treasuries came in at 2.47 percent, 2.45 percent, and 2.44 percent, respectively. The 5-year Treasury is currently the lowest-yielding debt in the Treasury curve, while the 6-month and 1-year Treasuries […]
March 11, 2019

Marijuana Industry Analysis

Industry overview The marijuana industry has come into the limelight over the past several years, with many states in the U.S. legalizing it for recreational use, including California, Maine, Massachusetts, and Nevada. Most of the U.S. now allows for the use of medical marijuana, including cannabinoids (more commonly […]
March 4, 2019

Weekly Market Update for March 4th, 2019

General market news Rates rose higher late last week, as the 10-year Treasury moved from 2.65 percent to 2.76 percent and opened at those levels on Monday. The 30-year Treasury came in at 3.11 percent, while parts of the short end of the curve remained inverted. The 2-year Treasury […]

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