Arnold & Mote Wealth Management

We help individuals and families in every stage of life achieve their unique financial goals through comprehensive wealth management services. As independent, fee-only fiduciaries, we provide holistic planning and guidance on all areas of your financial life, including:

  • Investment analysis & management
  • Retirement planning
  • Tax analysis & planning
  • Insurance review
  • Education funding & student loans
  • Estate & legacy planning
  • Charitable gifting
  • Concierge services for other financial issues & events, such as buying or leasing an auto, paying off the mortgage, optimizing employee benefits

We have been serving clients in the Cedar Rapids/Iowa City, Dubuque, Cedar Falls/Waterloo, and surrounding areas since 2000. We also work with many out-of-state clients. Visit arnoldmote.com to learn more about us, our services, and fees.

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Advisors at this Office

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This Office

1202 Dina Ct Ste B Hiawatha, IA 52233-4709 Phone: (319) 393-4020

Primary Office

1202 Dina Ct Ste B Hiawatha, IA 52233-4709 Phone: (319) 393-4020