Getting your retirement investments on track to help support you in your next chapter of life is essential. But finding someone you can trust to manage your hard-earned money can be challenging.
DIY investment solutions might be tempting—but often leave you frustrated and waiting on hold. What happens when life changes? Do you want a cookie-cutter portfolio generated by an algorithm—or one that has been individually designed by a qualified professional advisor who is keenly aware of your unique financial situation?
Without the right ongoing guidance, poor financial decisions could be costly and carry long-lasting consequences.
Oftentimes, your retirement investments represent your largest financial asset and the culmination of hard work and dedication to your craft over a lifetime. Hiring a qualified, collaborative advisor to manage those hard-earned assets, and develop a comprehensive written plan to follow, will afford you the time and confidence to retire with a purpose and begin to craft your legacy.
At Harvest Point Wealth Management, our financial advisors care about YOU—who you are, what you’re passionate about, and where you’re going—and we want to come alongside you, providing comprehensive, private wealth management and financial advisory services as you journey to, and through, retirement.
With state-of-the-art financial planning tools, access to more than 6,000 funds, and a partnership with the nation’s largest independent broker-dealer*, we’ll work with you face-to-face to create, implement, and monitor your comprehensive financial plan that’s tailored to your unique goals.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.
With an annual client retention ratio of over 99%, our personable, caring team has over 70 years of combined experience serving clients all over the country. We’re always just a non-1-800 number phone call away whenever something comes up. Or better yet, stop by our office!
You’ve worked for a lifetime to get to this point. Now leave the financial planning to the specialists and spend your retirement living on purpose, doing the things you care most about, and not worrying about the ever-changing financial markets each day.
Start by inputting an important goal. With the click of a few buttons, you'll be able to chart your progress and see the difference that a few simple adjustments can make on your ability to reach for your goal.
Then, request a free-15 minute discovery call during which we can begin to determine whether it makes sense for us to build a plan for you.
Take the first steps today in gaining back time and confidence, freeing yourself up to focus on what matters most to you during this next phase of life.
Book a free, no-obligation call with us, and we’ll take the time to listen to you—your unique situation, your concerns, and your questions—to determine whether we’re the right fit for your needs.
Gain access to your dynamic, personalized financial website—a one-stop shop for your financial life— as you gather the necessary data for our time-tested, detailed analysis that will serve as a blueprint to guide you to and through retirement.
Gain back your time and financial confidence and start living out your retirement on purpose, focusing on what matters most to you. Leave the financial planning to the qualified professionals. Let us regularly report back to you on your progress, suggesting new ideas and potential safeguards as life changes and markets shift.
We take care of our clients so they can take care of what matters most to them. With over 70 years of combined experience serving clients in Des Moines and all around the country, we exist to serve as your professional advisors, empowering and equipping you to best steward your time, talents, and treasures.