Washington Office

1451 High Street

Suite 215
Washington, MO 63090

Our Mission

Our mission is to build, manage and preserve the wealth of our clients.  We are unrelenting in our search for the right solutions to help address problems and earn trust.

Matthew  Rufkahr

Matt Rufkahr, CFS

Wealth Manager and Financial Planner

(636) 489-0821

636-432-1818

Jordan Faerber

Jordan Faerber, CPA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(636) 489-0821

636-432-1818

Cindy Holdmeyer

Cindy Holdmeyer

Branch Marketing Associate and Sales Assistant

(636) 489-0821

636-432-1818

We’ve refined a process for our clients that puts all the pieces of the financial puzzle together as their life unfolds so they can retire and pursue other financial and wealth goals.

We’ve refined a process for our clients that puts all the pieces of the financial puzzle together as their life unfolds so they can retire and pursue other financial and wealth goals.

Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for all of life's curveballs.

Teamwork

Teamwork

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

Grow Your Wealth

The financial markets are always changing, but staying educated can help your investments bear fruit. That's why we regularly post articles and resources to keep you informed.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
Learn More
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More
Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn More

Let's Get In Touch

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