Exciting news! Our latest "Insights" article by Jared Winkers is now live on our website. Dive in to discover the three key strategies recommended by one of the wealthiest Americans for distributing your wealth effectively. Explore more at: https://lnkd.in/gmkHy4vB #WealthManagement #LegacyBuilding
McGill Junge Wealth Management
金融服务
Clive，Iowa 1,568 位关注者
Plan for the Destination, Live for the Journey
关于我们
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.
- 网站
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https://www.mcgilljunge.com/
McGill Junge Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Clive，Iowa
- 类型
- 私人持股
- 创立
- 1990
- 领域
- Retirement Distribution Planning、Wealth Management Strategies、Business Planning、Multigenerational Planning、Retirement Income Strategies、Tax-Efficient Planning、Investment Portfolio Management、Legacy Planning、Charitable Strategies、Executive Compensation Planning、Asset Protection、Education Funding、Asset Allocation、Advisory Coordination、Stock Planning、Life Insurance、Succession Planning和401k Rollovers
地点
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主要
获取路线
12289 Stratford Dr
US，Iowa，Clive，50325
McGill Junge Wealth Management员工
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Ed McGill
Wealth Management Advisor | CFP?, CPWA?, RICP?, CLU?, ChFC?, AEP? | Navigating Pathways Into & Through Retirement | Creating Peace of Mind +…
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Scott McEachron
CFA?, CPWA?, MBA, CAIA | Partner & Private Wealth Advisor at McGill Junge Wealth Management
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Ross Junge
Co-Founder & Partner | Navigating Pathways Into & Through Retirement | Creating Peace of Mind + Financial Security
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Paige Junge
Operations Associate at McGill Junge Wealth Management
动态
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McGill Junge Wealth Management is proud to help sponsor Tire Rack's Street Survival Teen Driving School. THERE ARE A FEW SPOTS REMAINING for the Des Moines area school on Sunday, May 4th. The program provides an intensive, one-day, hands-on, real-world driving training that gives teen drivers the tools to become smarter, safer drivers. To learn more about the program and opportunities to volunteer or register your young driver please visit https://lnkd.in/gjjgha6j
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Had a great time at the Maxwell High-Capacity Leadership Event in Orlando with John Maxwell Certified Trainer & Coach and speakers Tim Tebow, Ryan Leak, Jenni Catron and Katie Quesada. You might think the highlight was talking to Tebow about our college QB days (though, let's be real, I was a pretty average lower division QB next to a Heisman winner), but the real standout was hearing Ryan Leak - one of the best speakers you'll ever experience. Watching Chad Johnson lead our group was equally impressive. He was truly in his element and absolutely nailed it. Always a win when you invest time in developing your leadership skills!
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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.
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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
Professional Advisor Chats featuring Ed McGill and Trent Burley
https://www.youtube.com/
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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! ??
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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.
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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.
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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
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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.