CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.

We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™

Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.

AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.

Clarity Advisors was founded in 2024 in response to the rigid, limited offerings of traditional financial firms. After more than a decade of working with clients, founder Michael Brady saw firsthand how large institutions often failed to meet the real needs of individuals, families, and business owners. He started Clarity Advisors to provide a single, reliable place for financial guidance—where clients can get the advice, strategies, and services they actually need, all under one roof.
At Clarity Advisors, we go beyond just managing investments. We help clients navigate every major financial decision, from planning for retirement to protecting their families and businesses. Our services include:
• Retirement Planning – Helping clients map out a path to financial independence, whether they’re decades away or already retired.
• Investment Management – Creating and managing portfolios tailored to each client’s risk tolerance, goals, and time horizon.
• Life Insurance – Evaluating coverage needs and securing policies that provide financial security for loved ones.
• Tax Planning & Filing – Identifying tax-saving opportunities throughout the year and handling tax preparation to ensure compliance and efficiency.
• Business Valuation & Exit Planning – Advising business owners on financial strategies, valuation, and long-term planning.
• Estate Planning (Trusts & Wills) – Ensuring assets are protected and passed on according to a client’s wishes through proper estate planning strategies.

Whether planning for the future, managing wealth, or making critical financial decisions, Clarity Advisors provides the guidance and solutions clients need—without the constraints of traditional financial firms.

At Parkwoods Wealth Partners, we specialize in providing personalized and compassionate financial guidance to help you achieve your unique financial goals. With decades of experience, our team is dedicated to understanding your individual needs and aspirations, ensuring that every financial decision aligns with your values and long-term objectives.  
Our Services:

• Wealth Planning: We offer personalized financial plans that ensure your future is secure and your goals are achievable. By understanding your unique needs, we help you navigate financial complexities with confidence.  
• Portfolio Management: Our expert team optimizes your investments to align with your long-term objectives, maximizing returns while managing risk. We provide continuous monitoring and adjustments to keep your portfolio performing at its best.  

• Transferring Wealth: Our strategies ensure that your legacy is preserved and passed on smoothly to your loved ones. We help you navigate the intricate financial, tax, and legal aspects of wealth transfer, providing peace of mind that your family’s future is secure.  

At Parkwoods Wealth Partners, we consider wealth management to be a personal journey and work hard to put the “personal” back in “personal finance.” By working with us, you will not only have confidence in your plan, but you’ll also have confidence that your team is here for you and your family, every step of the way.  

Our commitment to integrity and excellence guides us in safeguarding your wealth and securing a prosperous future for you and your loved ones.  

Imagine having a trusted partner by your side, someone who truly understands your goals and values. That’s our mission at Parkwoods Wealth Partners. We take the time to listen to your story, understand your dreams, and build towards your vision for the future. Our commitment to transparency and integrity means you can rely on us to guide you through every step of your financial journey.  

By partnering with us, you’re not just investing in your financial future; you’re investing in a better life for you and your family. We work closely with you to ensure that every financial decision aligns with your values and long-term goals.  

Contact us today to start your journey towards financial confidence and a secure future.