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: Another Year of New Highs, But What Comes Next?
Trent Von Ahsen breaks down another record-setting year in the markets, highlighting what’s driving the S&P 500’s steady run of new highs and what it might signal for investors heading into 2026.
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Giving With Intention: A Guide to Gifting Money (& More) to Children
Planning a gift of money or property to your children or grandchildren? Today’s rules make it easier—and more powerful—than ever. Here’s what you need to know to give boldly, avoid tax traps, and make every gift count.
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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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