Kimberley Sean

Fortress Wealth Management, with locations in Urbandale, Ames, Jefferson, and Mt. Pleasant, IA, is dedicated to helping families and small businesses achieve their financial dreams through tailored insurance and wealth management solutions. Their team of experienced professionals focuses on creating customized risk management plans, sound financial advice, and group benefits that cater to the unique needs of each client. With a commitment to personalized service, Fortress Wealth Management aims to provide peace of mind by offering a comprehensive suite of financial products and services. Their one-on-one approach ensures that clients receive the attention and solutions necessary to navigate their financial journeys effectively. Generated from the website

Gilbert & Cook Inc, based in Urbandale, IA, is an independent Registered Investment Advisor that provides high net-worth individuals and families with sophisticated financial planning and investment strategies. With a comprehensive approach to wealth management, the firm focuses on navigating life transitions and complex decisions to help clients achieve their financial goals and live a life of abundance. For over three decades, Gilbert & Cook has built genuine relationships with clients, ensuring personalized advice tailored to their unique needs. The firm's commitment to fiduciary service and access to global investment opportunities has earned it recognition as one of the top growth firms in the industry. Generated from the website