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.

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Teamwork

Teamwork

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

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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.

<p>Bursting the Bubble</p>

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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<p>Medicare Advantage 101</p>

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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Let's Get In Touch

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