Wealth Management for Businesses, Non-Profits, Owners, Professionals & Families
Welcome! We are RockWay Wealth Partners, an independent, comprehensive and collaborative financial planning firm specializing in serving businesses & non-profit organizations, owners, professionals, and families. Committed to understanding your unique circumstances, we partner with you to serve what you value most and help anticipate your financial needs. We can coordinate all the aspects of your financial life, which helps to optimize your current circumstances & future plan, while also preparing you for unforeseen life events. Partnering with us can allow you to focus more time & attention on the more important & meaningful areas of your life.
Day in and day out, you are faced with a number of financial decisions regarding both your business and family. It can be difficult to find the time to coordinate and proactively manage all of your financial needs, risks and plans. This is where we come in. We strive to serve as your trusted financial partner. We work closely with you and other professional advisors (CPA, Attorney, Property/Commercial Insurance, Banker, Etc...) to develop a collaborative and tailored strategy to help you work toward your goals.
Please take a moment to browse our website. You'll find details about us and our services, along with a tremendous amount of resources (Videos, Articles, Financial Calculators and More!) Based in West Des Moines, we serve clients throughout Iowa, as well as several other states. We invite you to contact us today to set up a no-obligation, complimentary consultation so we can get to know each other and learn how we may be able to help you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
For many, retirement includes contributing their time and talents to an organization in need.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Building wealth requires protection from the forces of wealth destruction.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.