Wealth Management

At Iowa Wealth Management we define wealth management as; “the preservation of our clients buying power over long periods of time, even generations.

Wealth Management by our definition is a multi-discipline endeavor encompassing;

  • Comprehensive Financial Planning
  • Portfolio Management
  • Estate and Tax Consultations

It’s No Accident that “Wealth Management” is Part of our Name.

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. An understanding of those needs and our experience managing prudent portfolios comprised of the asset classes most proven to provide durable cash flow and long term growth are keystones to the Iowa Wealth Management client experience.