The world is changing quickly. 

Protect Your Financial Independence.

You work hard to grow your wealth. Our proactive investment managers and advisors are dedicated to help you maintain your lifestyle and build a legacy.

Upcoming Webinar: Jan 16th @ 7PM MST

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Featured Webinar

2024 Market Outlook: Balancing Realism, Prudence & Patience

2023 was not a banner year for predictions by the "financial consensus complex." GDP didn't halt in the US, unemployment rates didn't spike, the banking sector didn't melt down after SVB collapsed and interest rates weren't cut. In 2024, one can't ignore the geopolitical risks, evaporating social cohesion and potential disruption due to this year's US election and 80 other nations hitting the polls. Despite this backdrop, we remain cautiously optimistic. Register to learn how we see 2024 unfolding.
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Andrew H. Ruhland, CFP

Our Founder– 

Expert on the Money Talks Podcast

Meet our founder Andrew H. Ruhland, a well-respected industry veteran and regular guest on the Money Talks podcast. Andrew’s insights on investing, markets, the economy and personal finance, coupled with nearly three decades of experience, make him a trusted resource in the financial business.

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The Integrated
Wealth Planning Process
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The Integrated
Wealth Planning Process

Your wealth plan is about more than your portfolio; it’s about the Life Goals that flow from your Values, Beliefs and Priorities. Our process revolves around what is most important to you and your family. 

Featured Videos & Webinars
Global political alignment is rapidly accelerating. Join us for a thought-provoking webinar where we'll delve into the complexities of the changing world order including the rise of the BRICS, limitations of Central Banks, unmask ESG investing and other global dynamics and how it's affecting politics, economics and MOST IMPORTANTLY YOUR INVESTMENTS. We'll then provide attendees with strategies going forward to protect and grow purchasing power.
At the 2023 MoneyTalks World Outlook Financial Conference we presented our firm's philosophies, forward thinking investment strategies used by our portfolio managers, taking advantage of commodities, dividend grower stocks, alternative investments and much more.
Learn about strategies to design and manage the stocks in your portfolio that generate solid rates of return while minimizing portfolio volatility.
A Cut Above the Rest

We’re proud to be acknowledged by AdvisoryHQ as a top-rated wealth management firm.

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We’re friendly and won’t pressure you into anything.  We’ll help you assess if we’re a fit, and answer any of your burning questions.