WealthCharter Retirement Planning & Tax

WealthCharter Retirement Planning & Tax Securities offered through Integrity Alliance, LLC. Member SIPC. Integrity, LexAurum Advisors and WealthCharter are not affiliated companies.

Investment advisory services offered through LexAurum Advisors, LLC, a registered investment advisor.

A recent Wall Street Journal article highlights how even well-intentioned estate plans can unravel due to simple oversig...
06/09/2026

A recent Wall Street Journal article highlights how even well-intentioned estate plans can unravel due to simple oversights in beneficiary designations. In the case of Dr. Ed Lyon, a pioneering urologist, his desire to pass a...

06/08/2026

Mike and his family took a quick trip Omaha this weekend to spend time at Omaha's Henry Doorly Zoo and Aquarium!

Who doesn't love the zoo?!

What's your favorite exhibit??

We celebrated with a team lunch on the patio at .tap to welcome our "new" employee !Drew officially joined the team thi...
06/03/2026

We celebrated with a team lunch on the patio at .tap to welcome our "new" employee !

Drew officially joined the team this week, and we are more than excited to have him on board.

Please help us in welcoming Drew!

We celebrated with a team lunch on the patio at TrailSide Tap to welcome our "new" employee Drew Rankin!! Drew officiall...
06/03/2026

We celebrated with a team lunch on the patio at TrailSide Tap to welcome our "new" employee Drew Rankin!!

Drew officially joined the team this week, and we are more than excited to have him onboard.

Please help us in welcoming Drew!

05/29/2026

Summer isn't "officially" here, but it sure feels like it!

Schools out! The sun is shining!

What's your favorite summer activity?

🌞⚾️🏊‍♀️🏌️🚴⛵️

Markets don't take vacations. But your strategy is built for the bumps.
05/27/2026

Markets don't take vacations. But your strategy is built for the bumps.

Our office is closed Monday in observance of Memorial Day. Regular office hours will resume Tuesday.
05/24/2026

Our office is closed Monday in observance of Memorial Day. Regular office hours will resume Tuesday.

05/15/2026

Did you know that today is National Pizza Party Day???

Tell us... what's your go-to 🍕 topping(s)?

Tag your favorite pizza place below!

Address

1250 SW State Street, Ste E
Ankeny, IA
50023

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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