Golden Rule Wealth Management

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Richard Juergensen

Richard Juergensen

CFP®, CRPC®, APMA®

Private Wealth Advisor

President of Golden Rule Wealth Management
Visit Richard Juergensen's website

Team

Carrie Livensparger

Carrie Livensparger

Client Concierge

Trish Reilly

Trish Reilly

Administrative Assistant