Benson Wealth Management

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Ankeny, IA
Benson Wealth Management

Customized planning to help people and businesses secure a sound financial future.

06/17/2026

Congratulations to Jason Thrap, Partner and Private Wealth Advisor, on completing another marathon!

Running has been a long-standing passion for Jason, who has competed in over 11 marathons throughout the Midwest and completed a handful of triathlons along the way.

We’re proud to celebrate this accomplishment and grateful for the dedication and perseverance Jason brings to our team and the clients he serves every day. Congratulations, Jason!

06/16/2026

We’re proud to share that Douglas Benson was recently featured in a USA Today article discussing how Gen X and Millennials are navigating financial support from parents and what that means for long-term planning.

The article highlights an important shift in how families are approaching money conversations, especially around budgeting, saving, and intergenerational financial support. As these dynamics continue to evolve, thoughtful planning and open communication are becoming more important than ever.

At Benson Wealth Management, we believe strong financial planning is rooted in understanding each client’s unique family situation and helping them prepare for both expected and unexpected financial responsibilities.

Read the full article here:
https://www.usatoday.com/story/money/personalfinance/2026/06/13/gen-x-millennials-money-help-from-parents/90511736007/

06/15/2026

Happy 11-Year Work Anniversary to Charlie Kehr, Director of Advanced Financial Planning!

For more than a decade, Charlie has brought valuable insight, dedication, and leadership to Benson Wealth Management. His expertise and commitment to helping support thoughtful financial planning strategies have made a lasting impact on both our team and the clients we serve.

We’re grateful for all Charlie has contributed over the past 11 years and look forward to many more ahead. Congratulations, Charlie!

06/11/2026

We’re proud to share that Douglas Benson has been recognized as a Forbes 2026 Best-in-State Wealth Advisor.

This recognition reflects more than an individual achievement, it represents a continued commitment to helping clients navigate important financial decisions with thoughtful planning, personalized strategies, and long-term partnership.

The Forbes Best-in-State Wealth Advisors list highlights advisors who demonstrate experience, professionalism, and a dedication to serving clients at a high level. For the families and businesses we work with, that means having a team focused on understanding your goals, adapting strategies as life evolves, and helping bring clarity to complex financial decisions.

At Benson Wealth Management, we believe strong financial planning is built on relationships, trust, and a deep understanding of what matters most to each client. We’re grateful for the opportunity to serve our clients every day and honored to be recognized for the work we do together.

(Ranking Published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

06/09/2026

We were honored to be part of an incredible evening supporting an important initiative focused on addressing Iowa’s growing addiction crisis.

The barbecue hosted by Susan & Dennis Albaugh at Talons Golf brought together community members, supporters, and organizations committed to helping launch Iowa’s first Addiction Psychiatry Fellowship through UnityPoint Health – Des Moines and Broadlawns Medical Center.

We’re grateful to support efforts like this alongside Ruth & Chuck Gassmann and so many others who are committed to creating meaningful impact in our community.

06/04/2026

Growing your investment portfolio doesn’t necessarily stop at age 70. While protecting what you’ve built is an important part of retirement planning, maintaining some level of growth can also help support long-term income needs and keep pace with inflation over time.

A thoughtful investment strategy often includes balancing stability with continued opportunity, helping your portfolio support both your current lifestyle and your future goals. Regular portfolio reviews, diversification, and adjustments based on your needs can all play an important role in that process.

Retirement planning isn’t just about preserving assets, it’s about making sure your financial strategy continues to work for you in every stage of life.

If you have questions about your retirement strategy or want to make sure your portfolio still aligns with your goals, our team is here to help.

06/02/2026

Happy 1-Year Work Anniversary to Cole Williamson, Investment Operations Associate!

Over the past year, Cole has become a valuable part of the Benson Wealth Management team through his hard work, dedication, and support for both our team and the clients we serve. We’re grateful to have him on board and look forward to all that’s ahead.

Congratulations on your first year, Cole!

05/27/2026

Congratulations to Bryce Maschino on earning his CLU® (Chartered Life Underwriter) designation!

This achievement reflects Bryce’s continued dedication to professional growth and his commitment to helping clients navigate important financial decisions with thoughtful planning and expertise.

We’re proud to celebrate this accomplishment and grateful for the knowledge, care, and hard work Bryce brings to the Benson Wealth Management team each day. Congratulations, Bryce!

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country. Their sacrifice is a powerful reminder of the freedoms we enjoy and the cost at which they were earned. Today, we reflect with gratitude and remember those who made the ultimate sacrifice.

A number of our team members at Benson Wealth Management continue a Memorial Day tradition each year by completing “The Murph” in honor of Lt. Michael P. Murphy and all those who gave their lives serving our country.

For those unfamiliar, Murph is a workout completed by hundreds of CrossFit communities around the world each Memorial Day as a tribute to Lt. Murphy, a Navy SEAL and Medal of Honor recipient who was killed in action during Operation Red Wings in Afghanistan in 2005. The workout has become a meaningful way for many to honor fallen service members through discipline, perseverance, and community.

While no tribute can fully repay the sacrifice made by so many, we are grateful for opportunities like this to come together in remembrance and reflection. Today especially, we honor those who gave everything for our freedom.

05/24/2026

Happy Work Anniversary to Austin Brett Stumbo, Associate Wealth Management Advisor.
Austin’s dedication and commitment play an important role in supporting our team and the clients we serve. We appreciate the impact he makes each day and look forward to another great year ahead.

Address

1810 SW Plaza Shops Lane
Ankeny, IA
50023

Telephone

+15152463090

Website

https://bensonwealthmanagement.nm.com/

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