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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How Much of Your Retirement Savings Could Go To Taxes?
Many successful retirees have spent decades building substantial wealth in their IRAs and 401(k)s.
What they often don't realize is that retirement accounts can become one of the largest future tax liabilities they will ever face.
Most Affluent Retirees We Meet Are Surprised By Three Things
1. Required Minimum Distributions (RMDs) Can Create Unwanted Tax Consequences
2. Tax Rates May Not Stay Where They Are Today
3. Small Planning Decisions Can Have Large Long-Term Consequences
The Tax Exposure Analysis
This analysis is designed specifically to help uncover:
✅ Potential future tax exposure
✅ Projected RMD impacts
✅ Tax-efficient withdrawal opportunities
✅ Roth conversion considerations
✅ Potential risks to your legacy plan
✅ Opportunities to improve after-tax retirement income
This information is made available with the understanding that Wells Fargo Advisors
and its affiliates are not engaged in rendering legal, accounting or tax advice. Any
discussion of taxes represents general information and is not intended to be, nor
should it be construed to be, legal or tax advice. Tax laws or regulations are subject to
change at any time and can have a substantial impact on an actual client situation.
Any questions regarding the content on these pages should be consulted with a tax
professional.