Iowa Wealth Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is locally owned and completely independent, our loyalty belongs exclusively to our clients. As a locally owned company, Iowa Wealth Management is focused solely on the needs of our clients.
Our advisors live and work in the communities they serve. We take pride in taking the time necessary to help our clients understand the principals of investing and risk management so they can make better investment choices. We are committed to the highest level of personal service in financial planning, investment advice and so much more.
Our advisors live and work in the communities they serve. We take pride in taking the time necessary to help our clients understand the principals of investing and risk management so they can make better investment choices. We are committed to the highest level of personal service in financial planning, investment advice and so much more.
Services
Iowa Wealth Management is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your financial health. One of the benefits of working with us, is our ability to provide clear, easily understood explanations of financial products and services.
Jon's desire to work in an environment that puts the needs of clients first and promotes a more prudent approach with client's assets led him to launch an "Iowa Nice" alternative to Wall Street. He has served as Iowa Wealth Management's Managing Partner and firm Principal since its founding.
Jon's introduction to the financial services industry began in the 1960s during his early childhood when he would volunteer as a trade runner for First Mid America, a firm that employed both his parents.A graduate of Dowling Catholic High School and the University of Iowa (BA, 1984), Jon was registered and working for Securities Corporation of Iowa in Cedar Rapids in less than one year after college graduation.
Jon's introduction to the financial services industry began in the 1960s during his early childhood when he would volunteer as a trade runner for First Mid America, a firm that employed both his parents.A graduate of Dowling Catholic High School and the University of Iowa (BA, 1984), Jon was registered and working for Securities Corporation of Iowa in Cedar Rapids in less than one year after college graduation.
Here at Iowa Wealth Management the planning process is based upon the needs and wants of our clients. Some will opt for a "financial tune up" while others will find the growing financial complexities of their lives require a comprehensive financial plan. Whatever place you find yourself, the professional staff at Iowa Wealth Management is prepared to offer as little or as much planning as your situation requires.
The need for financial planning is not uniform. Some people need a little planning and some will want a comprehensive financial plan. Here at Iowa Wealth Management the planning process is based upon the needs and wants of our clients. Some will opt for a "financial tune up" while others will find the growing financial complexities of their lives require a comprehensive financial plan.
At Iowa Wealth Management we define wealth management as; the preservation of our clients buying power over long periods of time, even generations. The long-term preservation of our clients buying power, whether a not-for-profit endowment or a long time family client requires a disciplined and prudent approach to asset management and a keen sensitivity to the cash-flow needs of the endowment's needs or the family's financial plan.
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