Clarity. Confidence. Structure.
As financial advisors, it is our job to provide clarity, confidence, and structure to our clients' financial lives. While we work with a wide array of diligent savers, we provide the most value to individuals within 10 years of retirement (or retired) and their family members that will be a part of the legacy they wish to create. We feel we are in a unique position to help them make informed decisions that may improve their overall life balance. Through our holistic, goals-based approach, we create long-lasting, deeply-engaging relationships that span generations.
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2026 Forbes Best-In-State Wealth Management Team
The Investment Consulting Group of Wells Fargo Advisors has been recognized as one of the Forbes Best-In-State Wealth Management Teams.
We are honored to announce that our team, The Investment Consulting Group of Wells Fargo Advisors, has been recognized as one of the Forbes Best-In-State Wealth Management Teams. Our team is proud to have received this award in 2023, 2024, 2025, and now again in 2026.This accolade represents an impressive list of teams throughout the entire state of Iowa that come to work with one goal on their minds – helping clients succeed.
We are humbled to receive this award and see this recognition as a reflection of our ongoing commitment to always putting clients’ interests first. We sincerely appreciate the opportunity to serve client wealth management needs and the trust they place in us to help ensure their short- and long-term investment goals.
2026 Forbes Best-In-State Wealth Management Team: Awarded January 2026; Data Compiled by SHOOK Research LLC based on data as of 03/31/2025 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
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Thinking About Retirement?
Whether you are retired or nearing retirement, you want to feel prepared and confident for the long-run. Have you saved enough to retire? How do you turn your nest egg into an income stream? Which accounts do you take distributions from first? What is the most tax efficient income strategy for you? Our carefully curated 'Are You Ready to Retire - Retirement Checklist' addresses twelve vital building blocks of a secure retirement.
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