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Look-forward

Wealth planning for your future—and theirs.

 

 

A generational approach

You’ve worked hard to build a good life—not just for yourself, but also for others. That’s why we take a generational approach to financial planning.

First, we plan. Then we follow through and make things happen. So you can focus on the things you want to do in life, while we help you prepare for the future you always envisioned.

 

 

Investment Management

Investment management

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Family Office Services

Family office services

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Charitable Planning

Charitable planning

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Life/LTC Insurance

Life/LTC insurance

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Family roots

Family roots

Both Julie and Michelle grew up on family farms in Iowa, where they learned the value and the challenges of family businesses. These experiences fueled their passions for accounting and finance—and inspired them to continue helping families through Generations Wealth Management, which they founded in 2009.

“It makes us happy that what we do makes a big difference for our clients,” Michelle explains. “We can see the relief they feel, knowing that they have a plan in place.”

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Let's talk

Managing your wealth is a very personal subject. To schedule a time to talk with us in person, please fill out the form below, or call our office at 515-444-8367. We look forward to the beginning of what could be a long and rewarding relationship.

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