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

 
November 26, 2018

Weekly Market Update for November 26th, 2018

General market news Rates were flat or slightly down during the shortened Thanksgiving week. On Monday morning, the 10-year Treasury opened at 3.05 percent, the 2-year opened at 2.84 percent, and the 30-year opened at 3.32 percent. During the previous week, rates dropped by as much as 20 […]
November 5, 2018

Weekly Market Update for November 5th, 2018

General market news As expected, the volatility in the markets continued. The 10-year Treasury yield was back up to 3.20 percent on Monday morning after being as low as 3.05 percent last week. Meanwhile, the 30-year opened at 3.44 percent and the 2-year at 2.89 percent. With elections […]
November 5, 2018

Is This the Beginning of the End? A Look at October 2018 Market Volatility

Not for the first time, October was a difficult period for the stock market. With the drop seen over this past month, there is increasing fear that this is it—the big one that will take us back to the depths of 2008. Although that level of concern is […]
November 1, 2018

Market Thoughts for November 2018

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