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.
Playbook for a Down Market

Playbook for a Down Market

Over time, markets move up and down. This, of course, is not something that investors can control. While down markets can be difficult, they may present opportunities for those that are ready with a proactive plan.

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2025 Forbes Best-In-State Wealth Management Team

For the third consecutive year, The Investment Consulting Group of Wells Fargo Advisors has been recognized as a Forbes Best-In-State Wealth Management Team


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 for the third consecutive year.

This accolade represents an impressive list of 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.
2025 Forbes Best-In-State Wealth Management Team: Awarded January 2025; Data Compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31-24 (Source: Forbes.com) Scan QR code for award disclosures. 


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Thinking About Retirement?

This is a crucial point in one's life. Financial priorities shift. Cash flow and the security of that cash flow may become increasingly important. This is also the time many solidify the legacy they have dedicated their lives building. This includes legacy planning, gifting strategies, efficient wealth transfer, and pursuit of charitable aspirations. Click below to receive our 'Are You Ready to Retire' retirement checklist.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, KS, MA, MD, MI, MN, MO, NC, ND, NE, OR, PA, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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