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: Is it Time to Revisit Small Caps?
This month, Trent Von Ahsen explores the quiet resurgence of small-cap stocks, why they’ve been overlooked for years, and what their recent breakout could mean for your portfolio.
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Contribution Limits & Key Planning Numbers to Know for 2026
A new year brings new limits, new thresholds, and new opportunities to help optimize your financial life. These are the key numbers that matter for 2026.
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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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