What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm Saturday 9am - 1pm

Expedition Wealth Management

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United States
West Des Moines, IA
Expedition Wealth Management

Expedition Wealth Management is a full service wealth management firm.

08/31/2026

🤖𝗔𝗜 𝗕𝗮𝘀𝗶𝗰𝘀: 𝗨𝘀𝗶𝗻𝗴 𝗔𝗜 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗘𝘃𝗲𝗿𝘆𝗱𝗮𝘆 𝗟𝗶𝗳𝗲

AI is becoming a bigger part of our everyday lives, and it’s a technology that’s here to stay. Join us for an educational session designed to introduce the basics of AI and show you how it can fit into your day-to-day life.

Whether you’re brand new to AI or simply want to better understand this evolving technology, this session is a great opportunity to learn more in a simple, approachable way.

🗓️Thursday, September 17th
⏰ 2:00 PM
📍In-person or virtual — or we can email you a recording to watch later!

Space is limited, so call our office at (515) 777-2041 to register.

08/27/2026

🎒📚First Day of School! ✏️🍎

It’s hard to believe another school year is here! We’re excited to celebrate the first day with the amazing kids of the Expedition team. ❤️

Here’s to a year filled with new adventures, great friends, lots of learning, and plenty of fun!

Have a great first day and an even better school year! 🚌🎉

08/21/2026

💙 Celebrating National Senior Citizens Day! 💙

Smart financial habits aren’t just about saving for retirement — they’re also about making the most of the resources available to you along the way.

Many businesses throughout the Des Moines area offer discounts and special savings for seniors, helping you enjoy your favorite activities, restaurants, and services while keeping more money in your pocket.

Check out our list of local senior discounts and take advantage of some great opportunities in our community!

Blank Park Zoo - Senior Ticket Pricing (65+)
The Palms and Imax - Senior Ticket Pricing (60+)
Goodwill of Central Iowa - Discounted Tuesdays (55+)
A. H. Blank Golf Course - Discounted Season Membership (62+)
Iowa Cubs - Senior Ticket Pricing (55+)
West Des Moines Cinemark - Senior Ticket Pricing (62+)
Greater Des Moines Botanical Garden - Senior Ticket Pricing (65+)
Great Clips - $2 off your haircut (65+)
Science Center of Iowa - Senior Ticket Pricing (65+)

Kohl's - 15% off on Wednesdays (60+)
Perkins - 55+ Menu
Michaels - 10% off daily (55+)
Chili's - 10% off (60+)
Ross - 10% off on Tuesdays (55+)
Hy-Vee - 5% off on Thursdays (55+)
National Park Service - Senior Lifetime Pass ($80 cost + 50% off select amenity fees, or Annual Pass $20) (62+)
Hertz - up to 20% off base rates (50+)
Ihop - 55+ Menu (discounted)
Amtrak - 10% off (65+)
Best Western - 10% off standard room rates (55+)
Marriott - at least 10% off stay (62+)
DQ - up to 10% off or free small drink (55+)
Krispy Kreme - 10% off (50+)

08/18/2026

🎶 Every great event needs a great soundtrack! 🎧

What’s one song you have to hear at our Client Appreciation Carnival? Whether it’s a timeless classic, a country favorite, an old-school hit, or a song that gets everyone on their feet, we want to hear your picks!

🎤 Drop your favorite song request in the comments below—we may just add it to the playlist! 👇🏼

08/14/2026

August 14th is National Financial Awareness Day and National Social Security Day!

Understanding your finances is an important part of building confidence and preparing for the future. Whether you’re reviewing your retirement plan, exploring your Social Security options, or checking in on your long-term goals, staying informed can help you make decisions with confidence.

At Expedition Financial Group, we’re committed to helping you understand your options and create a plan designed around your goals.

08/13/2026

🎡 The Iowa State Fair is here! 🌽🎟️

From delicious fair food and live entertainment to family fun and favorite traditions, there’s something for everyone to enjoy!

As you head to the fair August 13th–23rd, we hope you have a fantastic time creating memories and experiencing all the fun this Iowa tradition has to offer.

We’d love to hear from you: What’s the one thing you look forward to most at the Iowa State Fair?

Share your favorite fair tradition in the comments below! 👇🏼

08/12/2026

🎪 Only ONE WEEK left to register! 🎉

Our Client Appreciation Carnival is almost here, and we don't want you to miss the fun!

If you received an invitation in the mail, you can register by:
📱 Scanning the QR code on your invitation and following the instructions, or
📞 Calling our office at (515) 777-2041.

Join us for an afternoon filled with games, great food, sweet treats, and time spent together. We can't wait to celebrate with you! 🍦

See you August 29th!

08/08/2026

🎉 Cheers to 4 years, Allison! 🎉

Today we're celebrating four incredible years with Allison at Expedition Financial Group!

As Team Fuji's Relationship Manager, she's one of the friendly faces our clients can always count on. Whether she's helping make updates to accounts, answering questions, or ensuring every detail is taken care of, she goes above and beyond to create a smooth and positive experience for everyone she works with.

Thank you for your hard work, dedication, and the care you bring to our clients and team every day. We're grateful to have you as part of the Expedition family. Here's to many more years ahead! 💙

08/04/2026

Less than a month to go! 🎉

The countdown is officially on! In just one month, we'll be celebrating with an afternoon full of fun, games, delicious food, sweet treats, and great company at our annual Client Appreciation Carnival.

If you received an invitation, we can't wait to celebrate with you! Be sure to RSVP by August 19th if you haven't already—we're looking forward to making this year's carnival our best one yet. 🍿🎈

Address

1200 Valley West Drive, Suite 502
West Des Moines, IA
50266

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm
Saturday	9am - 1pm

Telephone

+15157772041

Website

http://expeditionwm.com/

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