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

Echelon Wealth Strategies

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West Des Moines, IA
Echelon Wealth Strategies

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Kurt Bogseth, CFP® RICP QPFC CLU ChFC CASL REBC RHU is a Wealth Management Advisor @ NM.

11/02/2026

We’re growing our presence on LinkedIn!

Echelon Wealth Strategies has a new business LinkedIn page where we’ll share insights, company updates, team highlights, and more.

We’d love for you to follow along and stay connected with what’s happening at Echelon.

Follow our new LinkedIn page and join the conversation! https://www.linkedin.com/company/143893187

10/29/2026

How confident are you that your retirement plan is ready for the next chapter?

Retirement readiness is about more than reaching a certain savings number. It’s worth taking a closer look at:

- How much income you’ll need each year
- Where that income will come from
- When you plan to claim Social Security
- How healthcare and other expenses fit into the plan
- How your investments align with your timeline and goals
- How taxes may affect your retirement income

Retirement can look different for everyone. Taking time to evaluate these pieces together can help identify gaps, opportunities, and areas that may need attention before you make the transition.

A retirement plan should reflect the life you’re planning for, not just the number in your account.

10/26/2026

Congratulations to Zoey on qualifying for the 2026 Iowa High School State Cross Country Meet!

All her hard work and dedication this season have paid off, and we’re excited to see her take on the state competition. It’s a big accomplishment and one worth celebrating!

Best of luck at State, Zoey!

10/21/2026

Could the retirement age for Social Security be lowered?

It’s a question that comes up from time to time, but any change to the current system would likely come with tradeoffs.

With longer life expectancies and ongoing funding challenges, changes to Social Security could involve adjustments to benefits, taxes, or other parts of the program.

That’s why Social Security planning is about more than deciding when to claim benefits. It’s about understanding how Social Security fits into your broader retirement income strategy and considering how potential changes could affect your plan.

A strong retirement plan accounts for uncertainty and gives you a strategy for navigating what may come next.

10/20/2026

Echelon was proud to be part of the Big Brothers Big Sisters golf outing at Tournament Club of Iowa in Polk City. Blake Archibald and Jack Evans each played on a team with friends, making for a fun day of golf and good company while supporting a great cause.

Chris Brose and Mason Bulman spent some time at hole 10, where Echelon sponsored a hole and greeted golfers with a few Echelon giveaways, including pens, ball markers, golf ball ChapStick, and Blow Pop suckers.

A beautiful day, a great cause, and plenty of time spent together. We’re grateful to have been part of it!

10/15/2026

Medicare Open Enrollment is a reminder to take a fresh look at your coverage and make sure it still fits your needs.

Changes in health, prescriptions, providers, and costs can all affect which Medicare options make sense for you. Taking time to review your coverage now can help you make informed decisions for the year ahead.

Your healthcare needs can change. Your Medicare plan may need to change with them.

10/13/2026

Our Meet the Team series continues with Jack, our Investment Operations Associate!

Originally from Grimes, Iowa, Jack enjoys staying active, whether he’s on the golf course, working out, or cheering on the Iowa Hawkeyes. When he’s not watching sports, you’ll likely find him relaxing at home with a good show or movie.

A few of Jack’s favorites include chips and queso, chicken parm pasta, Good Will Hunting, and Breaking Bad. He’s also a night owl and loves spending his Fridays doing something he enjoys.

We’re excited for you to get to know Jack a little better!

10/07/2026

Today is World Financial Planning Day, a reminder that financial planning is about more than numbers. It’s about creating a strategy for where you are today and where you want to go tomorrow.

From saving and investing to retirement, taxes, insurance, and legacy planning, every piece of your financial picture plays a role. Taking time to review your plan and make intentional decisions can help you stay prepared as life changes.

A thoughtful financial plan isn’t something you set and forget. It’s something you continue to build as your goals and priorities evolve.

10/06/2026

We’re proud to share that Echelon Wealth Strategies has qualified for Northwestern Mutual’s Private Client Group (PCG).

This recognition reflects our commitment to serving individuals and families with complex financial needs through thoughtful, coordinated planning. As part of the Private Client Group, we have access to specialized resources and planning capabilities designed to help address the unique considerations that can come with significant wealth, including tax planning, wealth preservation, and long-term legacy planning.

We’re grateful for the trust our clients place in us and proud to continue growing our ability to serve them at every stage of their financial journey.

10/02/2026

A beautiful fall evening spent with great people!

We recently hosted our Fall Celebration at Center Grove Orchard, bringing together friends of the firm, along with their parents, grandparents, children, and grandchildren, for an evening of fun and time together.

From picking out pumpkins and enjoying hayrack rides to free train rides and exploring the farmyard, there was plenty to keep everyone entertained.

We’re grateful for the opportunity to spend time together outside the office and enjoy one of the best parts of the season. Thank you to everyone who joined us and made it such a fun evening!

Address

1245 Jordan Creek Pkwy
West Des Moines, IA
50266

Opening Hours

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

Telephone

+5156974662

Website

http://www.kurtbogseth.com/

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