Our financial advisors in Pella, Iowa, also serve Knoxville, Grinnell, Oskaloosa and the entire country. Our office is located in beautiful Pella, the home of the annual Tulip Time celebration.
We specialize in individual and family financial planning, business and nonprofit financial planning along with the unique needs of women investors.
We strive to help every person who walks through our door feel comfortable, valued and supported. Our team is comprised of a multi-generational mix of professionals who focus on getting to know each client and their goals.
Our collective team approach is made better by our diverse individual experiences. We are happy to provide highly customized services to our clients to help them find their freedom.
CWM, LLC, and/or the financial professional received the testimonial(s) appearing herein from a verified client. The testimonial(s) reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonial(s) displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All reviews and testimonials are reviewed for authenticity prior to use. This testimonial was given by a client of the financial advisor, and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.
While it’s easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, avoiding this important planning area can result in property and financial assets passing to unintended heirs in unintended ways.
As many wealthy baby boomers transition into retirement, they’re asking some tough questions about the overall wealth preparedness of their heirs and turning to financial advisors to help impart strong financial values to millennials.
HOW FAR ARE YOU
As we wrap up 2024, we’re filled with gratitude for our clients, colleagues, and community who make our work so rewarding. This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. Here’s a glimpse o …
This past summer has been filled with exciting travels, memorable events, and valuable learning experiences for our team. As we reflect on the season, we’d love to share a few highlights from our summer adventures and key events that made it unforgettable.
Primary Services Areas:
West Des Moines, Pella, New Sharon, Puyallup, Oskaloosa, Rock Valley, Sully, Urbandale, Phoenix, Altoona, Ankeny, Orange City, Flagstaff, Ottumwa, Tracy, Jupiter, Reasnor, Grinnell, Denver, Lovilia, Otley, Austin, Dayton, Dallas, Parkersburg, Knoxville, Cedar, Indianola, Elkhart, Monroe, Goodyear, Cincinnati, Palo Alto, Cedar Rapids, Marion, Newton, Russell, Sioux Center, Marshalltown, Rock Rapids, Doon, Bussey, Moravia, Leighton, Pleasant Hill, Alcester, Cottage Grove, Winterset, Chicago, Colorado Springs, Des Moines, Waukee, Adel, Van Meter, Clive, Windsor Heights, Johnston, Ankeny, Polk City, Iowa City, Cedar Falls, Waterloo, Waverly
