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: When to Revisit Your Life Insurance Coverage
In September’s edition of The Planning Corner, David and Nick discuss why life insurance may be worth revisiting as your life and financial circumstances change. From coverage purchased years ago to beneficiary designations that may no longer reflect your wishes, here are a few reasons to take another look at your existing policy.
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Capital Insights: When Wall Street Breaks Its Own Pattern
This month, Trent Von Ahsen looks at why Wall Street broke its usual pattern of trimming earnings estimates this year, and started raising them instead.
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Capital Loss Carryovers: The Rules and Limits Investors Often Overlook
A harvested loss doesn't necessarily end with the tax year. Understanding what happens next may change how you approach your next major sale.
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