FINANCIAL Life Planning
A trusted partner for your point in life.
Our Approach
The Cedar Point Difference
Experience local, custom portfolio management and holistic financial planning in an ensemble approach that seamlessly blends tax and estate planning with private wealth management.
Who We Are
Meet Our Team
Whether you live, work and play here in the Iowa City-Cedar Rapids Corridor or across the country, plan your future with someone you know, and who knows you.
Our Services
Our expertise across investments, tax and estate planning mean we can create a financial life strategy that grows with you. Our individual client services include:
As a CEFEX-certified firm, we also offer a variety of fiduciary-grade consulting services for our business and institutional clients, including:
- Retirement Plan Management
- Foundation & Endowment Management
Latest Insights
Capital Insights: Why Consumers Trust the Market But Not the Economy
This month, Trent Von Ahsen explores the widening gap between investor optimism and everyday financial realities, and what it could mean for long-term growth.
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Year-End Financial Planning: 5 Steps to Prepare for 2026
The end of the year is closer than it looks. Here’s how to get your financial plan ready for the year ahead, in five simple steps.
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Capital Insights: What Tight Credit Spreads Signal About Risk
This month, Trent Von Ahsen unpacks the trade-offs in today’s corporate bond market, and what tight spreads could mean for investors' risk outlook.
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