A Full Service Financial Consulting Firm

The investment climate has never been more exciting or more challenging than it is today.

Click below to learn more about the “what’s” and “how longs” of transferring.

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A Full Service Financial Consulting Firm

The investment climate has never been more exciting or more challenging than it is today.

Click below to learn more about the “what’s” and “how longs” of transferring.

Learn More

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Kris Thorvaldson

As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

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LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

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Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

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Have a Question?

Our investment advisors would be happy to answer any questions you have about your financial situation.

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Happening Now

Global Portfolio Strategy | September 9, 2021

We see modest gains for stocks over the rest of the year, powered by a strong economic growth outlook and tremendous earnings momentum…

Client Letter | The Bull Market Continues | September 2, 2021

Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened...