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About

Kane Company Wealth Management, Inc. is a fee-only registered investment advisor based in Johnston, IA. The firm describes itself as a fiduciary wealth management practice offering professional financial and tax advice, with Certified Public Accountants, CERTIFIED FINANCIAL PLANNER™ professionals, and Personal Financial Specialists involved in client guidance.

Its work includes investment advisory services, personal financial planning and investment analysis, risk tolerance and asset allocation planning, retirement planning analysis, lifetime income planning, college funding analysis, and pension and IRA rollovers. The firm also references tax and financial guidance, accounting services, bookkeeping services, and tax services for clients.

Kane Company notes that it serves individuals and family-owned businesses and has provided tax and financial guidance for over 30 years. Its materials also mention use of Asset-Map for visualizing a client’s financial inventory and DFA funds in its investment approach.

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Recommended3.5 miBruce Tax & CPAGrimes, IAOpen profile

Service areas

Johnston, IA

Credentials

CPA

Client types

Individualsfamily-owned businesses