Benson Wealth Management

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Ankeny, IA
Benson Wealth Management

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

06/04/2026

Growing your investment portfolio doesn’t necessarily stop at age 70. While protecting what you’ve built is an important part of retirement planning, maintaining some level of growth can also help support long-term income needs and keep pace with inflation over time.

A thoughtful investment strategy often includes balancing stability with continued opportunity, helping your portfolio support both your current lifestyle and your future goals. Regular portfolio reviews, diversification, and adjustments based on your needs can all play an important role in that process.

Retirement planning isn’t just about preserving assets, it’s about making sure your financial strategy continues to work for you in every stage of life.

If you have questions about your retirement strategy or want to make sure your portfolio still aligns with your goals, our team is here to help.

06/02/2026

Happy 1-Year Work Anniversary to Cole Williamson, Investment Operations Associate!

Over the past year, Cole has become a valuable part of the Benson Wealth Management team through his hard work, dedication, and support for both our team and the clients we serve. We’re grateful to have him on board and look forward to all that’s ahead.

Congratulations on your first year, Cole!

05/27/2026

Congratulations to Bryce Maschino on earning his CLU® (Chartered Life Underwriter) designation!

This achievement reflects Bryce’s continued dedication to professional growth and his commitment to helping clients navigate important financial decisions with thoughtful planning and expertise.

We’re proud to celebrate this accomplishment and grateful for the knowledge, care, and hard work Bryce brings to the Benson Wealth Management team each day. Congratulations, Bryce!

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country. Their sacrifice is a powerful reminder of the freedoms we enjoy and the cost at which they were earned. Today, we reflect with gratitude and remember those who made the ultimate sacrifice.

A number of our team members at Benson Wealth Management continue a Memorial Day tradition each year by completing “The Murph” in honor of Lt. Michael P. Murphy and all those who gave their lives serving our country.

For those unfamiliar, Murph is a workout completed by hundreds of CrossFit communities around the world each Memorial Day as a tribute to Lt. Murphy, a Navy SEAL and Medal of Honor recipient who was killed in action during Operation Red Wings in Afghanistan in 2005. The workout has become a meaningful way for many to honor fallen service members through discipline, perseverance, and community.

While no tribute can fully repay the sacrifice made by so many, we are grateful for opportunities like this to come together in remembrance and reflection. Today especially, we honor those who gave everything for our freedom.

05/24/2026

Happy Work Anniversary to Austin Brett Stumbo, Associate Wealth Management Advisor.
Austin’s dedication and commitment play an important role in supporting our team and the clients we serve. We appreciate the impact he makes each day and look forward to another great year ahead.

05/22/2026

Business transitions are rarely simple, but they are much smoother when they’re planned early.

Whether you’re preparing for a future sale, bringing in a partner, or thinking about succession, taking time to build a thoughtful plan can help reduce uncertainty and keep your business aligned with your long-term goals.

Early planning allows you to think through key details like valuation, tax considerations, leadership transitions, and how the next chapter of your business will take shape, on your terms.

At Benson Wealth Management, we work with business owners to help them prepare for what’s next with intention and confidence. Whether it be a valuation of your current business, tax planning advice and direction, or impact on your overall retirement income planning, we are here to be your partner along the way.

05/20/2026

At Benson Wealth Management, our mission is simple: to help families and businesses gain clarity over their financial future.

We’re more than advisors, we’re your partner, advocating for your vision, helping organize your financial life, and walking alongside you through every opportunity and challenge. Together, we work to turn your goals into reality.

05/19/2026

We’re honored to be featured in the Community Foundation of Greater Des Moines’ Annual Report and grateful for the relationship we’ve built together over the years.

At Benson Wealth Management, we believe financial planning is about more than numbers, it’s about helping clients create the kind of impact they want to have on the people and communities around them. Our partnership with the Community Foundation has helped bring those philanthropic conversations to life in meaningful ways.

Together, we’ve been able to help clients align their charitable giving with their values through thoughtful, personalized strategies that support both their financial goals and the causes that matter most to them.

We deeply appreciate the collaboration, insight, and shared commitment to serving clients that this relationship represents. It continues to strengthen the way we support families, businesses, and our community through comprehensive planning and purposeful giving.

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05/13/2026

Trying to outguess the market with short-term predictions often comes at a cost. Over time, research consistently shows that a disciplined, long-term investment approach has shown to produce more reliable outcomes than speculation in the short term

At Benson Wealth Management, we focus on the fundamentals building thoughtful, resilient strategies designed to support your goals over time rather than reacting to short-term noise in the market.

The real question is: are you taking a steady, intentional approach toward your financial future?

05/10/2026

Happy Mother’s Day to all the incredible moms and mother figures who inspire, support, and care for those around them every day.

Today, we celebrate the strength, guidance, and lasting impact you have on your families and communities. Thank you for all that you do!

Address

1810 SW Plaza Shops Lane
Ankeny, IA
50023

Telephone

+15152463090

Website

https://bensonwealthmanagement.nm.com/

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