WealthCharter Retirement Planning & Tax

WealthCharter Retirement Planning & Tax Securities offered through Integrity Alliance, LLC. Member SIPC. Integrity, LexAurum Advisors and WealthCharter are not affiliated companies.

Investment advisory services offered through LexAurum Advisors, LLC, a registered investment advisor.

We celebrated with a team lunch on the patio at .tap to welcome our "new" employee !Drew officially joined the team thi...
06/03/2026

We celebrated with a team lunch on the patio at .tap to welcome our "new" employee !

Drew officially joined the team this week, and we are more than excited to have him on board.

Please help us in welcoming Drew!

We celebrated with a team lunch on the patio at TrailSide Tap to welcome our "new" employee Drew Rankin!! Drew officiall...
06/03/2026

We celebrated with a team lunch on the patio at TrailSide Tap to welcome our "new" employee Drew Rankin!!

Drew officially joined the team this week, and we are more than excited to have him onboard.

Please help us in welcoming Drew!

05/29/2026

Summer isn't "officially" here, but it sure feels like it!

Schools out! The sun is shining!

What's your favorite summer activity?

🌞⚾️🏊‍♀️🏌️🚴⛵️

Markets don't take vacations. But your strategy is built for the bumps.
05/27/2026

Markets don't take vacations. But your strategy is built for the bumps.

Our office is closed Monday in observance of Memorial Day. Regular office hours will resume Tuesday.
05/24/2026

Our office is closed Monday in observance of Memorial Day. Regular office hours will resume Tuesday.

05/15/2026

Did you know that today is National Pizza Party Day???

Tell us... what's your go-to 🍕 topping(s)?

Tag your favorite pizza place below!

Probate is one of those topics many families do not think about until they are forced to deal with it firsthand. Unfortu...
05/14/2026

Probate is one of those topics many families do not think about until they are forced to deal with it firsthand. Unfortunately, that often happens during an already difficult and emotional time. At its core, probate is the legal...

It's a week of celebrations in the office! Not only does Drew graduate from , today is also his 21st birthday!Congratul...
05/11/2026

It's a week of celebrations in the office! Not only does Drew graduate from , today is also his 21st birthday!

Congratulations, Drew! He's going places!!!

Please help us in wishing Drew a Happy Birthday and Congratulations on his graduation!

It's a week of celebrations in the office! Not only does Drew graduate from Iowa State University, today is also his 21s...
05/11/2026

It's a week of celebrations in the office! Not only does Drew graduate from Iowa State University, today is also his 21st birthday!

Congratulations, Drew! He's going places!!!

Please help us in wishing Drew a Happy Birthday and Congratulations on his graduation!

Address

1250 SW State Street, Ste E
Ankeny, IA
50023

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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