This free eBook explores charitable foundations with the goal of creating a legacy to last well beyond a single lifetime.
Believe you can make a difference with your financial assets. Accel Wealth Management is a multi-generational firm located in Cedar Falls, Cedar Rapids, Waverly, and West Des Moines. We can meet you locally in the way that is most convenient for you, and you can feel confident one team will be managing all your financial needs.
Estate and Legacy Planning
Whether it be transferring your financial assets efficiently for your heirs or leaving an enduring impact through your generosity, we can assist you in preparing for the future.
We can help you maximize philanthropic giving while creating tax benefits through strategies such as Donor Advised Funds.
Portfolio management is a cohesive investing strategy based on your goals, timeline, and risk tolerance. We believe a disciplined investment process can yield better and more predictable results.
Our dedicated process of getting to know you is at the core of our business. We strongly emphasize understanding our client’s interests, goals, values, and concerns before providing any plan or recommendations. That is because we believe in a personal approach to doing business and recognize that everyone’s path and strategy will be different.
It's crucial to understand your financial goals. According to the Strategic Business Insights MacroMonitor 2020-2021 Report, those who continued to follow a financial plan have an average total net worth 2.7 times greater than those who don't have a plan.
Being independent allows us to partner with many well-known, reputable financial companies, which offers more freedom and flexibility on solutions for you. As your financial coach, we provide solutions, but you can choose the route you want to take based on your financial goals.
Accel Wealth Management has embraced utilizing different technologies and forms of communication to help our clients. We tailor your experience based on what works for you.
We partner with The Accel Group, an insurance agency with many insurance coverages available depending on your needs. One amazing aspect of our partnership is that our clients can receive a discount on their bundled home and auto insurance.