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: Year-End Financial Planning Speed Round
The end of the year is approaching, but there's still time to consider potential financial planning opportunities. David and Nick switch things up with a speed round covering five year-end planning moves that should be on your radar.
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Capital Insights: Bonds Are Back in the Conversation
After years of historically low interest rates, bonds are once again offering meaningful competition to stocks. But what has changed, and what does it mean for investors? Trent Von Ahsen breaks it down.
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The Planning Corner: Understanding RSUs and Tax Withholding
In October's edition of The Planning Corner, David and Nick discuss Restricted Stock Units (RSUs) and an often-overlooked tax consideration that can come with this form of compensation.
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