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

 
May 1, 2020

Commonwealth Update on Coronavirus May 1st, 2020

April 24, 2020

What Will Progress in the Coronavirus Crisis Mean for the Economy and Markets?

Presented by Rich Tegge In the past week, we’ve seen signs of progress in the coronavirus pandemic. As such, it’s a good time to evaluate where we are with containing the virus—and what comes next for the markets and economy. Let’s start with taking a look at the […]
April 17, 2020

Coronavirus Update from Commonwealth CIO Brad McMillan, April 17, 2020

April 15, 2020

Thoughts for April 2020

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