At Velwealth, we connect you with top-tier financial advisors in Des Moines who specialize in estate planning. Our pre-vetted advisors create personalized estate strategies tailored to your unique needs and goals.
"The advisor I was matched with has been a game-changer for my small business finances."
Robina H.
Des Moines
"I finally feel confident about my financial future thanks to the advisor I found through Velwealth."
Tom B.
Des Moines
"Absolutely love this. My advisor is perfect for me!"
James K.
Des Moines
The matching process was quick and easy, and I couldn't be happier with my new financial advisor."
Emily R.
Des Moines
"Velwealth's service was exactly what I needed to get my finances on track. Thank goodness!"
David T.
Des Moines
"Velwealth connected me with a fantastic advisor who helped me create a solid retirement plan."
Sarah L.
Des Moines
"My advisor from Velwealth has been instrumental in helping me plan for my children's education."
Karen L.
Des Moines
"I was matched with a knowledgeable advisor who helped me optimize my tax strategy."
Linda S.
Des Moines
"Velwealth made it simple to find a trustworthy advisor right here in Des Moines."
Mark W.
Des Moines
Why Estate Planning Matters
Wealth Transfer
Ensure your assets are distributed according to your wishes.
Tax Efficiency
Minimize estate taxes and maximize wealth transfer.
Legacy Planning
Protect your family's future and preserve your legacy.
Our Approach Through Pre-Vetted Advisors in Des Moines
Velwealth
👋 Hi Luke, You have 4 recommendations to maximize your balance.
Assessment of Current Estate
Our vetted advisors will review your assets, liabilities, and current estate planning documents to identify areas for improvement.
Lifestyle goals
$15,432/month
Goal Setting
Your perfect advisor will define your estate planning goals, including wealth transfer and tax minimization.
Estate goals
6
12
24
Months
$
15k
/month
Long-term Strategy:
+47%
Customized Estate Strategy
Your advisor will develop a comprehensive estate plan, recommend trusts and wills, and provide strategies for charitable giving.
Why Choose a Local Advisor in Des Moines
In-Depth Local Knowledge
Advisors who understand Iowa's estate laws and regulations.
Accessibility
Easily schedule face-to-face meetings for personalized service.
Community Connections
Advisors with strong local networks and resources.
Find an Estate Planning Advisor in Des Moines
Secure your legacy with a trusted estate planning advisor in Des Moines. Contact Velwealth today to find the perfect advisor and begin your journey toward effective wealth transfer and protection.
