Our Mission

At Wealth Solutions, our story begins over 20 years ago with our founder, Steve. In the early years working at large financial institutions, he saw the impersonal nature of putting corporate priorities ahead of the client’s best interests. This prompted him to open his own firm focused on personalized care. Over the years, we have grown from a small, one-man operation to a thriving family-led firm. We carry the same commitment to servicing clients that began over two decades ago, always striving to create an experience that’s focused on you and your family, your goals, and your future.

At Wealth Solutions, while most of our clients are based locally in Iowa and throughout the Midwest, we hold accreditations and licenses from the West Coast to the East Coast serving individualized care and commitment to excellent service across the nation.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.