Westberry Wealth Management, LLC

Westberry Wealth Management, LLC Financial Planning Services He is dedicated to building long term relationships and providing continued service to ensure that your objectives are pursued.

As an Accredited Investment Fiduciary, his goal is to help you create a personalized investment plan that is customized to your situation, attitude and goals. Matt takes a personalized approach with his clients, he will sit down at your kitchen table, take the complex issues facing retirees & pre-retirees and put together a comprehensive, easy to understand plan that will help you pursue your f

inancial goals. Matt graduated from Coe College in 2005 where he majored in Business Administration and Economics. He believes that continuing his education benefits both him and his clients. Matt has completed his Accredited Investment Fiduciary training through Fi360, Inc. Matt is currently an Investment Advisor with Secure Asset Management. He holds the series 6, 7, 63 and 65. Advisory services offered through Secure Asset Management, LLC. (SAM) a Registered Investment Advisor. Insurance Products offered through Secure Investors Group, Inc. SAM, and SIG are affiliated companies. Westberry Wealth Management, LLC, is not under common control of SAM and SIG.

08/03/2026
07/21/2026

☕ Monday Morning with Matt ☀️

Start your week informed and confident!

Join me every Monday at 9:00 AM for Monday Morning with Matt, a relaxed discussion about what’s happening in the markets, the economy, and the financial news that could impact your portfolio.

We’ll cover current events, discuss market trends, and talk about what they may mean for investors—all in a laid-back, easy-to-understand format. Most importantly, you’ll have the opportunity to ask questions and participate in the conversation.

Whether you’re a current client or simply interested in staying informed, I’d love to have you join us.

📅 Every Monday
🕘 9:00 AM

Bring your coffee, bring your questions, and let’s start the week together. I look forward to seeing you!

07/17/2026

📅 It’s Time for Your Account Review!

It’s been a while since we’ve connected, and I’d love the opportunity to review your accounts, answer any questions you may have, and make sure your financial plan is still aligned with your goals.

If you’d like to schedule a time to touch base, please call 319 213-9916 or send me an email @ [email protected] with a few dates and times that work best for you. I’ll get back to you as soon as possible to confirm a convenient appointment.

I look forward to catching up with you and helping you stay on track toward your financial goals!

Update on 🅿️ The patching, crack-filling, and sealing of the front lot has been completed.  We need 24 hours of no car t...
07/14/2026

Update on 🅿️

The patching, crack-filling, and sealing of the front lot has been completed. We need 24 hours of no car traffic while the sealer cures so that we can get the maximum life out of the sealer.

The front lot will be open to foot traffic Tuesday morning and open to car traffic Wednesday morning!!
The rear lot will be closed Tuesday for patching, crack filling, and sealing. And will be closed on Wednesday while the sealer dries.

Please have all employees park in the Covenant family solutions lot. Customers should be able to park in the Tuscany grill lot and walk across the front lot to the respective business.
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Thank you for your patience while we get this needed improvement done!!

The parking lot is closed today for repairs. It is extremely dusty. I will be working from home, if you need something. ...
07/13/2026

The parking lot is closed today for repairs. It is extremely dusty. I will be working from home, if you need something. Please give me a call and I can meet you there and give directions where to park.

❄️ Driveway Shoveling Help Available! ❄️Landry and Jocelyn are looking to earn a little money shoveling driveways! If yo...
03/16/2026

❄️ Driveway Shoveling Help Available! ❄️

Landry and Jocelyn are looking to earn a little money shoveling driveways! If you’ve already put your snowblower away, you’re heading out for spring break, or just don’t feel like dealing with the snow, they’d love to help.

Pricing:
• Single driveway — $20
• Double driveway — $30
• 3-car driveway — $40

Send me a direct message if you’d like them to come shovel your driveway::If you want, I can also make a more “neighborhood friendly / Cedar Rapids community page” version that tends to get more responses.

10/29/2025

I wanted to update the office hours for this week. If you have an appointment, I will be there and available, if you stop by and I’m not there don’t worry I’m down at St. Luke’s.
On Monday and my dad wasn’t feeling good. My mom took him to the hospital just to get him checked out. They found that he had an irregular heartbeat. They wanted to keep him overnight so after he got checked in, my mom went to get his stuff from the house that he needed to stay overnight. On the way to the car, my mom tripped and fell on her left side fracturing her left hip. She had to stay over Monday night as well. Yesterday she had emergency surgery to fix her hip. Everything went well, this afternoon my dad will be having an operation for his regular heartbeat so as you can see, I will be spending most of the time down at the St. Luke’s. If you need anything, please feel free to reach out to me on my cell phone or leave a message on the office phone it’ll go right to my email. My cell number is 319-310-6706.

08/26/2025

🧁🍪 Got a sweet tooth? Jocelyn is selling Scratch Cupcakes & cookie dough to support her Cedar Rapids Red 9U Softball Team! ⚾️❤️🖤 Help her hit her fundraising goal—Click this link to support Jocelyn reach her goal!!

Great News:Finally, I was approved by the State of Iowa. 100% Back to Work!!!!
07/17/2025

Great News:

Finally, I was approved by the State of Iowa.

100% Back to Work!!!!

Please, Do Not PanicYour SCF Statements say $0 or little balance, don't panic. Even though they were not supposed to tra...
06/10/2025

Please, Do Not Panic
Your SCF Statements say $0 or little balance, don't panic. Even though they were not supposed to transfer any of my clients' accounts, SCF transferred all those account over to LPL Financial.
They will be assigning new reps to all accounts. If you would like to continue working with me please give the office a call. I will get you in touch with the firm I will be working with going forward.

Address

1725 Blairsferry Road Suite 104
Marion, IA
52302

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+13192139916

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