Forbes 2025 Best In-State Wealth Management Teams
Forbes and Shook Research recently acknowledged The Vander Leest & Wenzel Group as the #5 ranked team in Iowa on the 2025 Best-In-State Wealth Management Team list.
We were also honored to be the top-ranked team in the Cedar Rapids/Iowa City Corridor. We feel grateful to have an incredible team that is commited to excellence and outstanding client service!
Thank you for placing your trust in us!
2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24
Beyond the Balance Sheet
At the Vander Leest & Wenzel Group, we prefer something different: openness, empathy, and trust. Talking about more than numbers. Getting to know our clients as people. That’s what gives our work greater purpose.
To see more, follow our Facebook page: The Vander Leest & Wenzel Group
Baird Insights
All That Matters: What Lies Ahead
Mike and Ross kick off the new year keeping things in perspective, talking market returns, and evaluating the new administration’s policy agenda. Click below to watch:
Take the Headache Out of Tax Season
Read this article to discover how you can make tax season go a little bit smoother as you prepare your returns!
Baird recently released the 2024 Tax Document Mailing Schedule as well as a 2025 Tax Facts document.
Please navigate to the Baird Tax Information Center to read more by clicking the link below:
Outside the Office
Our office recently came together at Walker Homestead in Iowa City to celebrate the holiday season! We had an amazing wine tasting and dinner, followed by some games where friendly competition ran high! It was a wonderful opportunity to enjoy each other's company.
