Syverson Strege

Our firm specializes in assisting successful families connect their Wealth with their Life. Our Values Based Planning process begins with assisting you in discovering what is important to you and your family, then integrating those thoughts into your financial planning and asset management decisions.  Often this involves using advanced philanthropic planning techniques to help you achieve your vision for your own Financial Independence, coupled with leaving a Legacy for your Family and your Community. Our professional staff is strong on expertise and credentials, including:
CFP - Certified Financial Planning Pracitioners
CFA - Chartered Financial Analysts
MBA - Master of Business Administration
MSFS - Master of Science in Financial Services
AEP -  Accredited Estate Planners
CAP - Chartered Advisors in Philanthropy
 
We work on an annual retainer fee basis.  Our fees are based on a sliding scale according to the clients' Net Worth.  You may contact us to set up an initial Opportunity Meeting at which you will not be asked to buy anything.  The purpose of that meeting is to determine whether we should meet again for additional discussions.
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Advisors at this Office

Associates at this Office

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This Office

4125 Westown Pkwy Ste 104 West Des Moines, IA 50266-5928 Phone: (515) 225-6000 Fax: (515) 225-6888

Primary Office

4125 Westown Pkwy Ste 104 West Des Moines, IA 50266-5928 Phone: (515) 225-6000 Fax: (515) 225-6888