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

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.

Learn more
Teamwork

Teamwork

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

Learn more

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>Understanding Marginal Income Tax Brackets</p>

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
<p>Interested in a Fuel Efficient Car?</p>

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn More
<p>Avoiding Cognitive Decline</p>

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
Learn More

Let's Get In Touch

Thank you!
Oops!