Kane Company Wealth Management, Inc.

EST. AUM
$284,748,782

CONTACTS

CLIENT ACCOUNTS
717

Firm Details

Metro area Des Moines
CRD Number 115756
Website kanecompanypc.com
Client types

Overview

Kane Company Wealth Management, Inc. is a Johnston, Iowa–based independent Registered Investment Adviser operating on a fee-only basis and adhering to a fiduciary standard. The firm provides integrated wealth management services, combining discretionary portfolio management with comprehensive financial planning and tax preparation through its affiliation with Kane Company, P.C., a certified public accounting firm. Its investment framework is rooted in academically supported, evidence-based methodologies, emphasizing cost-efficient, globally diversified, and tax-optimized portfolios. The firm’s advisory approach includes a structured “Wealth Management Roadmap,” tailored to high-net-worth families, retirees, and business owners, incorporating advanced planning strategies such as tax-loss harvesting, Roth conversion analysis, and executive compensation optimization.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kane Company Wealth Management, Inc.

Platform Details

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