Mote Wealth Management, LLC 

 Fee-Only

Fiduciary

Comprehensive Wealth Management

 

Mission Statement - Mote Wealth Management, LLC exists to serve Clients with openness, honesty and integrity.  We respect our Clients and, operating as fiduciaries, we put their interests above our own.  We measure success by the financial benefits and peace of mind we provide to our Clients. 

 

Fee-Only Financial Planning - No products sold, no commissions accepted.  Our compensation comes soley and directly from our clients.  

Certified Financial Planner(TM) Practitioners - The CFP(R) is the recognized gold standard designation held by financial planners.  It indicates our commitment to financial planning and investment advice instead of financial product sales. 

Fiduciaries - We put our clients' interests ahead of our own, and we put our commitment in writing. 

Wealth Management Includes:

  • Identifying Goals and Objectives
  • Investment Advice -
    • Written Investment Policy Statements (Plans) always provided
    • Ongoing monitoring, reporting and rebalancing
    • Includes advice, recommendations and management of employer plans, 401k, 403b, 457 and defined benefit pension plans
  • Retirement Planning -
    • Retirement projections using Monte Carlo Simulation (stochastic modeling) 
    • Design and monitoring of sustainable retirement withdrawal plans
  • Cash Flow Analysis
  • Educational Funding Plans
  • Tax and Insurance Review
  • Estate Planning and Review

 

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

Mote Wealth Management, LLC is registered as an Investment Adviser in the State of Iowa. 
Nothing on this website should be considered a solicitation in any jurisdiction where such
solicitation would be unlawful under the laws of that jurisdiction.