Our mission is to help our clients grow, protect and transfer their family wealth and at the same time pursue the lifestyles they enjoy.
Our entire staff understands your needs are a priority. We want our clients to be proud to introduce their family and friends to our firm.
Our entire staff understands your needs are a priority. We want our clients to be proud to introduce their family and friends to our firm.
Our staff and our clients are involved in a number of community programs.
18th Annual Food Drive once again superseded previous years donations!
Thanks to generous clients like you, our annual food drive continues to be more successful each year. We appreciate your belief in our mission of feeding the hungry in our area.
Each year, WealthStone Financial supports a number of community endeavors.
American Cancer Society
Local area office is located at 4080 First Ave. NE, Ste. 101, Cedar Rapids. Learn more
American Red Cross Hawkeye Chapter
The Hawkeye Chapter serves the residents of Black Hawk, Bremer, Butler, Chickasaw, Fayette and Grundy counties in Northeast Iowa. Learn more
Cedar Rapids Airport’s Wings 2 Water
Cedar Rapids Airport’s commitment to raising awareness and money to help support local conservation projects and improving the impact on The Mississippi River Watershed. Learn more.
Iowa Environmental Council
Organization working to improve Iowa’s water quality and helping to protect it’s abundant natural resources. Learn more.
Linn Community Food Bank
The Linn Community Food Bank, a totally volunteer organization has provided emergency food to the residents of Linn Co. since 1972. Learn more
401k Contributions• 2022 limit is $20,500• Catch-up contribution if age 50 or older $6,500IRA Contributions• Roth: Contribution limit $6,000• Traditional: Contribution limit $6,000• Catch-up: Contribution if age 50 or older $1,000Traditional IRA DeductibilitySingle filers covered by employer planMAGI Range: $68,000
401k Contributions • 2021 limit is $19,500 • Catch-up contribution if age 50 or older $6,500 IRA Contributions • Roth: Contribution limit $6,000 • Traditional: Contribution limit $6,000 • Catch-up: Contribution if age 50 or older $1,000 Traditional IRA Deductibility
When planning for retirement, identifying the sources of income that may be available to you in retirement, as well as a strategy for how you wish to draw from those resources is, we believe, critical to a secure and comfortable
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Securities offered through Securities America, Inc., member FINRA/SIPC. Monte S. Marti, CLU®, ChFC®, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Monte S. Marti, Financial Advisor. WealthStone Financial, Inc. and the Securities America companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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