Our mission at McGill Junge Wealth Management is to educate and inspire you to achieve a predictable lifetime of financial freedom. We strive to implement a thoughtful and customized plan around your wealth accumulation, preservation and ultimate distribution that is consistent with your values and objectives. Our relationship with Northwestern Mutual affords you unique access to the resources of one of the leading financial institutions along with all the advantages that can only be provided by a boutique wealth management firm.
McGill Junge Wealth Management的外部链接
12289 Stratford Dr
US，Iowa，Clive，50325
Good looking group! Our team is looking forward to celebrating Trent Burley and the other honorees at this year's 40 Under 40 Event on April 1st.
A behind-the-scenes selfie from our Forty Under 40 cover photo shoot on Tuesday! ?? What a fun group to spend some time with. Special thanks to The Harkin Institute for hosting us. Check out the March 21 Business Record to see all the Forties featured.
Thanks to our friends at the Community Foundation of Greater Des Moines for allowing us to share how charitable giving conversations add value to clients. Watch to learn more! https://lnkd.in/gqjEKs4F
Last night's virtual wine tasting at Ruth's Chris was a delightful experience showcasing a bold symphony of flavors! The event brought together a lively group comprised of clients and friends of McGill Junge Wealth Management. Special thanks to the renowned sommelier Aldo Sohm for curating an enriching virtual wine tasting that enhanced our appreciation for fine wines. Cheers to an evening filled with elegance and camaraderie! ??
Today was filled with puppy love at McGill Junge Wealth Management. ?? Did you know for a donation, the Animal Rescue League of Iowa, Inc. will bring adorable animals to your office for some much-needed snuggles? Nothing like a little puppy therapy to brighten up the work day! Update: Great news! The sweet pups featured in our video have all been recently adopted. If you want to see other ARL adoptable pets, visit www.arl-iowa.org/adopt.
The development of Trent Burley has been powerful and exciting to watch over the years.?His dedication to his family, MJWM and their clients, and the community is incredible. We could not be prouder of you being awarded this honor alongside such a distinguished group. Great job, Trent - you represent MJWM so well!
Congratulations to our 2025 Forty Under 40 class! These 40 local leaders were chosen by past award winners and have demonstrated impressive career achievements and unparalleled community involvement. Drum roll, please. ?? … This year’s honorees include: Emily (Raecker) Adreon, Principal Financial Group Adib Amini, University of Wisconsin–Madison Joel Anderson, RSM Cory Bauer, Delta Dental of Iowa Kayli Becker, Des Moines Public Schools Jake Brus, Wixted & Co. Trent Burley, McGill Junge Wealth Management La Toshia Burrell, Redefine & Reveal Massage Therapy & Bodywork LLC Spencer Cady, Nyemaster Goode PC Angela Christensen, Ryan Cos.? Diana Echeverria, United Way of Central Iowa Tom Florian, West Des Moines Chamber of Commerce Robert Gavora, MercyOne Iowa Heart Center Manuel E. Gutierrez, Principal Financial Group Becky Hammond, Holmes Murphy Rajee Harris, Principal Real Estate Rocio Hermosillo, Team ELLLA Anthony Hughes, Prairie Meadows Anne Marie Johnson, ChildServe Tim Johnson, Great Oaks High School Alex Lynch, Greater Des Moines Partnership L.B. Lyons, Grand View University Ashley Mataloni, Innovative Captive Strategies Krystal Mikkilineni, Dentons Davis Brown Erin Moran, Young Women's Resource Center Maxwell Mowitz, One Iowa and One Iowa Action Julian D. Neely, Polk County Housing Trust Fund Kaity Patchett, Capital Crossroads Jessie Phillips, Girl Scouts of Greater Iowa Danielle Propst, ISG Rebecca (Becky) Reif, Ahlers & Cooney PC Alex Rich, Trilix Quinlan H. Riser, Echelon Wealth Strategies Zachary R. Rus, Ellipsis Alyssa Saunders, Anthologic Anna Squier, MA Architecture Daniel Van Sant, Harkin Institute for Public Policy & Citizen Engagement Ronnie Wells, Des Moines Performing Arts Jillian Williams, Hubbell Realty Co. Jami Yoder, Sammons Financial Group Learn more at businessrecord40.com.
Had an awesome trip to Montgomery, Alabama to visit two tremendous leaders, Lillian & Bella Coleman, who built the incredible Bomb Party! It was great catching up with Doug Olson, former board member and now part of the executive team. Our group spent two days diving into their business and brainstorming strategies for taking it to the next level! www.bombparty.com
McGill Junge Wealth Management's Carter Olk is heading to Drake University next week as a featured speaker! He'll be sharing insights on career opportunities in finance and how our firm's financial planning integrates risk management to give clients peace of mind.
I am honored & excited to be a part of the 2025 Disruption Days Panel with Drake University. I look forward to sharing career paths in the industry and how McGill Junge Wealth Management integrates Risk Management in a Financial Plan to create peace of mind and improve outcomes for our clients.
Attending this year's awards gala for the Bravo Greater Des Moines Regional Arts Council was truly a delight. Witnessing the community unite to champion the arts, culture, and heritage that define our region was a memorable experience. Thanks to Matthew McKinney for chairing the Bravo Board and for making an impact. A special congratulations to Allison and Jim Fleming for their remarkable achievement in winning the 2025 Bravo award. Their dedication to supporting nonprofit cultural organizations and vital programs truly enhances the vibrancy of our community. Photo credit (for most of these pics) goes to the amazing Christopher Maharry!
You are invited to attend our “Ask the Experts” on March 11th with special guest, Seema Shah. Back by popular demand, this will be Seema’s fourth guest appearance on our webinar series. Seema is the Chief Global Strategist at Principal Asset Management and oversees global market strategy, advising investment staff across the firm in making economically sound asset allocation decisions. She is frequently quoted by the financial news media and appears regularly on CNBC and Bloomberg TV and has been featured in Barron’s and Yahoo Finance, among others. As always, feel free to share this opportunity with your friends, colleagues, and family members if you think they would enjoy hearing our discussion. To register for this session, click here: https://lnkd.in/gPh-brPd
The Greater Des Moines Partnership's Annual Dinner did not disappoint! It was a pleasure to connect with numerous community leaders, including Renee Hardman, MBA, SPHR Hardman, Michael Helak, and Chick Herbert. Tiffany Tauscheck, CCE, IOM, CDME shared insights on the Partnership's achievements in 2024 and the exciting initiatives lined up for 2025 to enrich our community. Enjoyed the keynote address by Dan Heath who shared his thoughts on motivating and incentivizing team members, among other things. His narrative on Chick-fil-A's drive-through optimization process to eliminate bottlenecks and boost team efficiency was particularly interesting. What bottlenecks does your business have that are worth exploring?