Wilon Wealth Management

Wilon Wealth Management Wilon Wealth Management provides comprehensive wealth management and financial planning services. This platform is solely for informational purposes.

2400 86th Street, Unit 32
Urbandale, IA 50322

9 Plaza Drive, Suite 4
Clear Lake, IA 50428

414 West Main Street
Sac City, IA 50583

Wilon Wealth Management is a registered investment adviser. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer wi

ll experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. For full disclosures, please visit our website at http://www.wilonwm.com.

When headlines are dominated by massive IPOs and buzzy tech companies, it’s easy to wonder: Am I missing out? 📈Market ex...
06/24/2026

When headlines are dominated by massive IPOs and buzzy tech companies, it’s easy to wonder: Am I missing out? 📈

Market excitement can create urgency, but urgency isn’t the same as strategy. Before making decisions based on hype, it helps to pause and ask a few important questions.

Our latest blog post explores five questions investors should consider before chasing the next big opportunity. Check it out here: https://wilonwm.com/tempted-by-the-mega-ipo-rush/

Please join us in congratulating Drake Ellgren on earning his Certified Financial Planner™ (CFP®) designation this sprin...
06/23/2026

Please join us in congratulating Drake Ellgren on earning his Certified Financial Planner™ (CFP®) designation this spring! 🎉

Before this certificate officially makes its way onto the wall, we wanted to take a moment to celebrate the hard work, dedication, and commitment it represents.

Drake’s thoughtful approach, strong work ethic, and attention to detail make him an invaluable part of Wilon. His commitment to truly understanding each client’s goals and helping guide them with care and confidence is reflected in everything he does.

Well done, Drake. We're proud to have you on our team!

The sacrifice of our fallen will never be forgotten. 🇺🇸Wishing everyone a meaningful and reflective weekend spent with f...
05/23/2026

The sacrifice of our fallen will never be forgotten. 🇺🇸

Wishing everyone a meaningful and reflective weekend spent with family, friends, and gratitude for those who made our freedoms possible.

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost.  We recently broke down what hap...
05/13/2026

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happened to $100 across three different paths over nearly 100 years. The choice that felt safest at the start didn't end up that way. Take a look.

History shows why comfort can come at a cost.

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. ...
04/29/2026

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. In our latest Visual Insights Newsletter, we looked at what happened to $100 invested in 1928 and left alone for nearly a century. The results may surprise you.

A simple lesson about time and discipline.

Beautiful things don't happen overnight. 🌸 They're planted with intention, nurtured over time, and allowed to grow at th...
04/28/2026

Beautiful things don't happen overnight. 🌸 They're planted with intention, nurtured over time, and allowed to grow at their own pace...just like a strong financial future.

The flowers at our Urbandale location are in full bloom this spring, and it's got us thinking: is YOUR wealth plan ready to flourish?

Q1 gave investors a reminder: markets don’t move up in a straight line. Between geopolitical tension, rising oil prices,...
04/09/2026

Q1 gave investors a reminder: markets don’t move up in a straight line. Between geopolitical tension, rising oil prices, and persistent inflation, we saw a meaningful pullback across major indexes.

The bigger question now is what comes next. We put together a clear, no-noise breakdown of what happened and what we're watching going forward.

Here's what savvy investors took away from Q1

Address

Urbandale, IA

Opening Hours

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

Telephone

+15152259500

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