Arnold & Mote Wealth Management

Arnold & Mote Wealth Management is a flat fee, fiduciary financial planning firm serving individuals and families in Cedar Rapids and surrounding areas.

We focus on retirees who are in need of tax planning to reduce tax liability in retirement. This is done through a combination of tax-efficient withdrawal strategies, Roth conversion plans, charitable giving plans, investments, and more. 

Our clients want a trusted partner who can help them figure out goals and priorities. . 

Our videos here highlight the comprehensive planning that we do for clients. Financial planning means much more than just discussing investments! Browse our videos for topics that interest you, and reach out to us if you are interested in hearing about how a flat-fee, fee-only financial planner can work for you.