Discerning Wealth

06/02/2026

🚨 Special Announcement Alert 🚨

We’re proud to announce that Aaron Sannes a private wealth advisor with Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services has reached a career milestone through the Circle of Success program at Ameriprise Financial. The Diamond Ring achievement recognizes advisors for their longstanding commitment to meeting and exceeding the needs of their clients and delivering high-quality service. Aaron was one of only 59 Ameriprise advisors to achieve this milestone in 2025.

Congratulations, Aaron!

Aaron D Sannes with Discerning Wealth in Cedar Falls, IA is here to help you with all of your financial planning needs.

05/29/2026

We believe strong families help build strong futures, and starting today for the summer months, our office will close at 3:00 PM on Fridays to give our team more time with their families.

We remain committed to providing excellent service and appreciate your understanding as we support a healthy work‑life balance for our team. 💙

05/27/2026

Paying for your children’s college doesn’t have to delay your retirement.

We're here to help you find the right balance for both, so you can stay on track without losing sight of what matters most – your family’s future.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

🕊️ In observance of Memorial Day, our office will be closed Monday, May 25th as we take time to remember and honor those who made the ultimate sacrifice in service to our country. 🕊️

We will resume normal business hours on Tuesday, May 26th.

Wishing everyone a safe and meaningful Memorial Day. ❤️🤍💙

05/21/2026

🎉 Exciting News! 🎉

We’re thrilled to announce Colin’s transition from Associate Financial Advisor to Financial Advisor.

His dedication, strong client-first mindset, and commitment to continuous growth have led to this well-deserved achievement.

Congratulations, Colin! 👏

05/20/2026

🎉 Happy Birthday, Joshua! 🎉

Today we’re celebrating Joshua. We’re grateful for his leadership, dedication, and the steady guidance he brings to our clients and our team every day.

Thank you, Joshua, for leading with integrity and vision. Wishing you a year filled with continued success, good health, and many great moments ahead! 🎂🎈

Please join us in wishing him a very happy birthday!

05/18/2026

✨💃 Senior Prom Magic 💃✨

Joshua’s daughter Deni absolutely rocked her senior prom—style, smiles, and memories to last a lifetime. 🎉

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/11/2026

💐 Happy Mother’s Day! 💕

We want to wish a very Happy Mother’s Day to the wonderful moms on our team! We’re thankful not only for the hard work they bring to our office, but also for the care, patience, and love they share with their families each and every day.