What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm Saturday 9am - 1pm

Expedition Wealth Management

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United States
West Des Moines, IA
Expedition Wealth Management

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Expedition Wealth Management is a full service wealth management firm.

10/31/2026

Some financial habits can slowly drain your money without you even realizing it.
🩸 Unnecessary or forgotten subscriptions
🩸 High-interest debt
🩸 Small expenses that add up over time
🩸 Cash that isn't aligned with your goals
🩸 Putting off important financial planning decisions

The good news? You don't have to let these financial vampires get in the way of your financial goals. A little awareness and planning can go a long way.

We may not have the garlic to keep every vampire away, but we can help you shine a light on solutions to fang-tastic financial questions, keep more of what you earn, and avoid getting bled dry! 🦇

Give us a call at 515-777-2041.

10/30/2026

👻 Things are getting spooky at Expedition! 🎃

Our team traded in their usual work attire for some Halloween fun, and we’re putting their costumes to the test! 👀

Now we need your help deciding which costume is your favorite!

Scroll through the photos, choose your favorite, and let us know your pick in the comments! We’ll see who takes home the title of Expedition’s Halloween Costume Contest winner! 🏆

10/29/2026

🎁 Charitable Gifting: Giving With a Plan

Join us on Thursday, November 12th at 1:30 PM for an educational event focused on charitable gifting and strategies to consider when incorporating charitable giving into your financial plan.

We'll touch on Qualified Charitable Distributions (QCDs), Donor Advisor Funds (DAFs), charitable trusts and more! We will also discuss the potential tax benefits of the different gifting strategies.

Whether you're already giving to causes you care about or simply want to learn more, this event is a great opportunity to explore your options and ask questions.

📞 To register, call our office at (515) 777-2041.

10/28/2026

Planning for the future doesn't have to feel overwhelming. 🧭

Start with these four steps:
1️⃣ Define your goals: What do you want your money to help you accomplish?
2️⃣ Know how much you need to save: Put a number and timeline behind your goals.
3️⃣ Put your money to work: Consider how saving and investing can help you work toward your long-term goals.
4️⃣ Check your progress: Review your plan regularly and make adjustments as your life and priorities change.

The best financial plan isn't necessarily the most complicated one. It's one that gives you a clear path from where you are today to where you want to be tomorrow.

10/26/2026

You bring the friend. We’ll provide the dinner! 🍽️

Join us for an evening of great food, good conversation, and a chance to introduce someone special to our team. You and your guest(s) will enjoy a complimentary meal while getting to know us and learning more about what we do.

📍 Ruth’s Chris Steak House
Monday, November 16 at 6:00 PM

📍 801 Chophouse
Monday, December 7 at 6:00 PM

Interested in joining us? Call our office at (515) 777-2041 to register.

Space is limited, so be sure to register both yourself and your guest(s) to reserve your spots!

10/22/2026

🔍 Insurance Blind Spots: Are You Covered or Just Insured? 🛡️

Having insurance does not always mean you have the right protection in place. You may have gaps in your coverage that could become costly or be paying for protection that does not fit your needs. ⚠️

Join CJ Bell of Expedition Insurance Services for an informative discussion about common insurance blind spots, potential coverage gaps, and important things to consider when reviewing your coverage. 🚘🏡

🗓️Thursday, October 29 at 1:00 PM

📞 Call (515) 777 2041 to register. Space is limited!

10/21/2026

👏 Cheers to one year with Expedition Financial Group!

Please join us in celebrating Tim’s first year with the team! As a Tax Manager, he plays an important role in our office, and we appreciate all the hard work, knowledge, and expertise he brings to the team.

Happy anniversary, Tim! We’re lucky to have you on our team! 🎉

10/16/2026

You can't plan where you're going without first knowing where you're starting.

Financial planning starts with understanding your current financial picture, including:
💵 Income & expenses
🏦 Savings & emergency funds
💳 Debt
📈 Investments
🎯 Financial goals

Whether you're just getting started or it's been a while since you reviewed your plan, knowing where you stand today can help you make more informed decisions for the road ahead.

This Financial Planning Month, take a moment to check in with your finances and start with where you are today.

Address

1200 Valley West Drive, Suite 502
West Des Moines, IA
50266

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm
Saturday	9am - 1pm

Telephone

+15157772041

Website

http://expeditionwm.com/

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