Wealth Stream Capital

Wealth Stream Capital Financial planning to help navigate the currents of life so you can enjoy the ride!

07/22/2026

If you're feeling like the world's a little much these days, I'm here for you. Now's the right time to make a financial plan for the life you want.

Markets may be starting to broaden beyond the AI stocks that have led much of the recent rally. Northwestern Mutual Weal...
07/21/2026

Markets may be starting to broaden beyond the AI stocks that have led much of the recent rally. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why diversification remains important as leadership shifts and volatility risks linger. http://spr.ly/6188BEcbzq

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this articl...
07/20/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6182B8i9U8

07/17/2026

If you feel stuck, it's understandable. That's why I'm here. I'll meet you where you are and help find opportunities that can get you where you're going.

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversific...
07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6186BEprdI

A full financial cup means more than just filling your wallet. It’s about planning a future you can feel confident about...
07/16/2026

A full financial cup means more than just filling your wallet. It’s about planning a future you can feel confident about. My goal is always to help clients think ahead and feel prepared. Let’s chat and get a plan started for you.

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want ...
07/14/2026

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want to live just yet, but I can help you make a plan to get there.

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary exam...
07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6182BEpMZj

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6182BDmmjo

The best financial conversations usually aren’t about numbers. They’re about the life you want to build together and how...
07/08/2026

The best financial conversations usually aren’t about numbers. They’re about the life you want to build together and how to make it feel possible. If you’d like help turning those goals into a plan, let’s connect.

Address

401 1st Street SE, Ste 401
Cedar Rapids, IA
52401

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm

Telephone

+13197393024

Website

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