Benson Wealth Management

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Benson Wealth Management

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Customized planning to help people and businesses secure a sound financial future.

10/27/2026

Benson Wealth Management recently hosted a Board of Advisors gathering with friends of the firm for an evening of thoughtful conversation, shared perspectives, and looking ahead.

The evening provided an opportunity to discuss goals, explore opportunities for growth, and exchange ideas on how we can continue to improve and better serve the people who count on us.

We’re grateful for the relationships that make conversations like these possible and for the insight and collaboration that help us keep moving forward together.

10/22/2026

Congratulations to Casey Trudo on passing his Securities Industry Essentials (SIE) exam!

We’re proud of Casey’s commitment to continued learning and professional development as he continues to grow in his role at Benson Wealth Management.

Please join us in congratulating Casey on this accomplishment!

10/18/2026

Happy Birthday to Doug Benson Jr.!

We’re grateful for the leadership, dedication, and energy Doug brings to Benson Wealth Management. From serving the families and businesses we work with to investing in the next generation, Doug brings the same commitment to everything he takes on.

We hope you have a great birthday, Doug, and get plenty of time to celebrate with family and friends!

10/16/2026

The Benson Wealth Management team was proud to sponsor a table at the Northwestern Mutual Boots and Bolo Ties Benefit Concert, supporting three incredible organizations: Alex’s Lemonade Stand Foundation, Blank Children’s Hospital, and Ronald McDonald House.

Featuring singer and songwriter Rivers Rutherford, the event brought people together for a great night of music and an even greater purpose.

We’re especially proud of Cassie, who serves on the event’s board and helped bring this evening together. We’re grateful to be part of a community that continues to show up for families and children who need support.

10/15/2026

Wildwood Hills Ranch is grateful to recognize Benson Wealth Management as a Gold Sponsor of the 2026 Wild About the Child Shindig.

Through this sponsorship, Benson Wealth Management is helping provide eight scholarships for vulnerable youth and veterans. That support creates opportunities to build confidence, develop meaningful relationships, and experience the life-changing environment of the Ranch.

Thank you for investing in people and helping hope grow.

Breaking Cycles. Building Leaders. Transforming Communities.
https://onecau.se/_n43yc1

10/15/2026

Financial planning looks different at every stage of a physician’s career. The priorities you have early on are different from those you’ll face as you build your practice, grow your wealth, and eventually transition into retirement.

That’s why we’re starting a new series focused on financial planning for physicians at different stages of their careers.

First up: Early Career Physicians

The years after residency and fellowship can bring significant changes, from a higher income and student loan decisions to purchasing a home, building savings, and beginning to invest. With so many competing priorities, it can be easy to focus on what needs attention today without thinking about how those decisions affect the years ahead.

Early planning can help you establish a strong financial foundation and create a strategy that can grow alongside your career.

Follow along as we explore what financial planning can look like at each stage of a physician’s career.

10/10/2026

Happy Birthday to Derek Retherford, Partner and President at Benson Wealth Management!

We’re grateful for Derek’s leadership, dedication, and the perspective he brings to our team each day. His commitment to our team and the families and businesses we serve makes a meaningful impact.

Wishing you a fantastic birthday, Derek! We hope you have a great day celebrating!

10/07/2026

Financial wellness goes beyond having money saved. It also comes from understanding how your investments fit into your broader financial plan.

A clear investment strategy can help you stay focused on your goals, manage risk, and make thoughtful decisions through changing market conditions. When your investment approach has a purpose, it becomes easier to see how each piece of your financial plan works together.

At Benson Wealth Management, we help clients build investment strategies around their goals, priorities, and long-term financial vision.

10/06/2026

Happy Birthday to Charlie Kehr, Director of Advanced Financial Planning!

We’re grateful for the knowledge, dedication, and thoughtful perspective Charlie brings to the Benson Wealth Management team. His expertise plays an important role in helping our team provide comprehensive planning for the families and businesses we serve.

Wishing you a fantastic birthday, Charlie! We hope you have a great day celebrating!

09/29/2026

A retirement plan can be more than an employee benefit. It can also be an important part of a business owner’s broader financial strategy.

The right qualified retirement plan can help attract and retain employees while also supporting the owner’s long-term financial goals. Plan design, contribution strategies, employee participation, and fiduciary responsibilities all play a role in how effectively a plan serves your business and your people.

At Benson Wealth Management, we help business owners evaluate these moving pieces and develop retirement plan strategies that align with both their business and personal financial goals.

Is your retirement plan working as hard for your business as it could? Let’s start the conversation.

Address

1810 SW Plaza Shops Lane
Ankeny, IA
50023

Telephone

+15152463090

Website

https://bensonwealthmanagement.nm.com/

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