Golden Rule Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Golden Rule Wealth Management
Team photo for Golden Rule Wealth Management

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Advisors

Advisor photo for Richard Juergensen

Richard Juergensen

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Partner of Golden Rule Wealth Management
Visit Richard Juergensen's website


Team

Carrie Livensparger

Carrie Livensparger

Client Concierge

Trish Reilly

Trish Reilly

Administrative Assistant