Why Choose Us

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. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Our Mission

We the people, who are Iowa Wealth Management, believe that serving our clients is our basic purpose. When we place the best interest of our clients first, we serve the best interest of our employees, our partners and our community. Service is the chief contributor to our growth and our profitability.

As we serve we will strive to be the best investment firm in our community by;

  • Working in partnerships with our clients to understand their investment objectives and to earn their confidence.
  • Maximizing returns for each of our clients while maintaining risk at a reasonable level.
  • Identifying opportunities and satisfying the financial needs of our clients.
  • Communicating clearly and often with our clients.
  • Cooperating with each other and commit to the personal growth of each employee and the advancement of the investment profession.
  • Contributing to the communities in which we live and work

Our History

Iowa Wealth Management was formed in 2009 as a response to the financial crisis that gripped the country from 2008-2009. From it's inception IWM has focused on individual investors and not-for-profit endowments allowing clients and our associates to participate in the financial services industry without being dependent on or subject to the large banking concerns that have come to dominate the financial service industry.


Our independence enables us to establish working relationships with a number of industry-leading investment firms, bond desks, asset management firms and insurance providers whose services we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.