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.

2024 Forbes Best-In-State Wealth Management Team

For the second consecutive year, The Investment Consulting Group of Wells Fargo Advisors has been recognized as one of the best wealth management teams in Iowa

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 second consecutive year.

This accolade represents an impressive list of just 29 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.
The Forbes Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of investment advice and based solely on the disclosed criteria.
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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.

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Uncertainty got you feeling uneasy about your investments?

A second opinion can help quiet your second-guessing.