Arnold & Mote Wealth Management operates as a flat fee, fiduciary financial planning firm working with individuals and families in Cedar Rapids and surrounding areas. We additionally serve virtually with clients across the country, with clients in more than a dozen states. We provide comprehensive financial planning and wealth management servic...
Arnold & Mote Wealth Management operates as a flat fee, fiduciary financial planning firm working with individuals and families in Cedar Rapids and surrounding areas. We additionally serve virtually with clients across the country, with clients in more than a dozen states. We provide comprehensive financial planning and wealth management services that encompass much more than investments and retirement. From college funding and taxes to insurance and employee benefits, we advocate for comprehensive financial planning. We specialize in financial planning for Early Severance or Separation offers, Retirement, Roth conversions, College, and Health Insurance changes. We deliver holistic fiduciary guidance on all areas of your financial life.