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About Us

Global resources,<br/>focused service, tailored solutions

Global resources,
focused service, tailored solutions

We believe our clients deserve quality service, and we are committed to delivering. We pride ourselves on offering the extensive capabilities required to develop tailored financial strategies, with the intimate attention of a boutique firm. 

Meet the Team

Laura Christofferson

Laura N. Christofferson, CFP®, CDFA®

Investment Adviser Representative | Partner

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Matthew Wigren

Matthew B. Wigren, CFP®, CIMA®

Investment Adviser Representative | Partner

425-451-8508

Carol M. Klatt​

Carol M. Klatt​

Operations Manager

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Emy Everett

Emy Everett

Client Relationship Manager

Mitchell Weeks

Mitchell Weeks

Wealth Planning Strategist

Quality Service

Delivering quality service starts with a disciplined and objective approach. When building your investment strategy, we take the time to carefully select managers and securities that align with your unique financial goals, risk tolerance, and personal preferences. We understand that while pursuing growth is important, protecting what you’ve worked hard to build matters just as much.

Attention to Detail

This is what dedicated, focused service looks like for individuals and families who deserve the highest level of attention to detail. With your long-term goals in mind, we thoughtfully review and adjust your financial plan as needed—always with the aim of adding value, preserving capital, and keeping your objectives on track. Our role is to provide trusted support and forward-thinking strategies, so you can stay focused on what matters most while confidently navigating both the details and the big picture.