Tailored wealth management
Confidence in Wealth. Clarity in Purpose.
Our Approach
Made for those who expect more
Choose a disciplined, evidence-based partnership with advice grounded in what works, the conviction to say no when others say yes, and a team that stays accountable over time.
Who We Are
A team built around you
Wherever you are—here in the Iowa City-Cedar Rapids Corridor or across the country—you'll work with a full team who knows you, not just one point of contact.
Our Services
Two paths. One fiduciary standard.
Whether you're building wealth for your family or stewarding it for an institution, you get the same disciplined, evidence-based approach, tailored to what you're trying to accomplish.
For individuals & families
Comprehensive portfolio management that brings your investments, tax, and estate planning under one roof—an ensemble approach built around your goals.
For institutions
Fiduciary-grade consulting for retirement plans, foundations, and endowments—audited to the standards CEFEX certification requires.
See where we're coming from
The right partner should feel like the right fit. Take a minute to meet our team—and the place that shapes how we work.
Latest Insights
The Planning Corner: What a Financial Plan is Actually For
When markets move and headlines dominate the news, it's easy to feel like you should be doing something. In this month's Planning Corner, David and Nick discuss the role a financial plan really plays—not as a prediction of the future, but as a guide for knowing when action is truly needed.
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Capital Insights: What the Real-Time Data Says About the Economy
This month, Trent Von Ahsen examines what real-time economic data reveals about the economy right now — and why the headline noise may be telling a different story than the underlying numbers.
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When to Execute a Backdoor Roth IRA Contribution: A Timing Guide
The IRS gives you until the tax filing deadline to make a prior-year IRA contribution—but waiting can create tradeoffs. Here's how high earners may want to think about timing for a backdoor Roth IRA strategy.
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