Syverson Strege and Company / Financial Advisor in West Des Moines, Iowa

David Strege, CFA, CFP
Our firm specializes in assisting successful families connect their Wealth with their Life. Our Values Based Planning process begins with assisting you in discovering what is important to you and your family, then integrating those thoughts into your financial planning and asset management decisions. Often this involves using advanced philanthropic planning techniques to help you achieve your vision for your own Financial Independence, coupled with leaving a Legacy for your Family and your Community. Our professional staff is strong on expertise and credentials, including: CFP - Certified Financial Planning PracitionersCFA - Chartered Financial AnalystsMBA - Master of Business AdministrationMSFS - Master of Science in Financial ServicesAEP - Accredited Estate PlannersCAP - Chartered Advisors in Philanthropy We work on an annual retainer fee basis. Our fees are based on a sliding scale according to the clients' Net Worth. You may contact us to set up an initial Opportunity Meeting at which you will not be asked to buy anything. The purpose of that meeting is to determine whether we should meet again for additional discussions.


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