Trust Bridge Wealth Advisors

Trust Bridge Wealth Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Trust Bridge Wealth Advisors, Financial service, 4090 Westown Pkwy Suite 108, West Des Moines, IA.

Travis Gaule - Founding Partner - Financial Advisor

With 20 years experience, I am passionate about helping clients achieve their
financial goals and get them to a work-optional lifestyle as quickly as possible.

If you missed this morning's coffee club you missed out! It was an INFORMATION PACKED 30 minutes. 📖Charlie Bottenberg Th...
06/05/2026

If you missed this morning's coffee club you missed out! It was an INFORMATION PACKED 30 minutes. 📖

Charlie Bottenberg Thank you! We could listen to you share your knowledge and stories for hours.

From our office to you‼️Check with your financial advisor's office on who you have on file for beneficiaries. It can be quick phone call to check & update as needed! It'll give everyone peace of mind knowing your set up how you wish to be.

Extra Note: Your financial advisor can work alongside your attorney to help coordinate your goals, assets and legacy plans, creating a more comprehensive strategy for you and your family. Connect them!

Thanks to everyone who joined us this morning; stay tuned for what's next from Trust Bridge! 🤗

06/04/2026

This time: TOMORROW!

Estate Planning | 9AM | Virtual

What are you going to be sipping on during coffee club? 😋

Wills are more than just for your financials!
06/02/2026

Wills are more than just for your financials!

🎉Happy Birthday, Mason! 🎉Your dedication, positive attitude and commitment to serving your clients and community is trul...
06/01/2026

🎉Happy Birthday, Mason! 🎉

Your dedication, positive attitude and commitment to serving your clients and community is truly inspiring! You're always willing to go the extra mile and for that your clients, community and our team are lucky to have you on our side 🍀

We are so grateful to have you as a part of our Trust Bridge family and hope your day is filled smiles, laughter and time spent with those who matter most.

Join us in wishing Mason a very Happy Birthday! 🎂

Trust Bridge Wealth Advisors - Mason Brown

It's National 529 Day! 🏫📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, ev...
05/29/2026

It's National 529 Day! 🏫

📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!

A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

05/28/2026

The small decisions we make today can create lasting impact for ourselves, our families and future generations.

Estate planning is one of the greatest ways we can plant seeds for the future. It’s not just about finances but creating peace of mind, protecting the people you love, and leaving a legacy that reflects your values for generations to come.

Wanting to know more about estate planning? Join us for Coffee Club, [virtually] from your couch, the office, or on a walk June 5th at 9AM. It’s a great low pressure, high educational opportunity focusing on the preparing today for your future generations.

Send us an email at [email protected] for the zoom link.

Food for thought 💭: What’s one legacy or value you hope to pass down to future generations?

Our upcoming Coffee Club is a topic that MANY have been asking for! ☕Estate Planning 101 is here! Charlie Bottenberg wil...
05/26/2026

Our upcoming Coffee Club is a topic that MANY have been asking for! ☕

Estate Planning 101 is here! Charlie Bottenberg will be joining us to help break down estate planning and what you should be thinking about when it comes to protecting your assets.

Friday, June 5th | 9:00-9:30AM | Zoom
📧For more information: Reach out to [email protected]

Don't just let this be your reminder of "I need to get that done" but let this be the moment you start taking action to get it done.

Let's jump start the thoughts: Drop your trivia answer below ⬇️

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our countr...
05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country. Their courage and selflessness will never be forgotten.

As we spend time with family and friends this weekend, we reflect with gratitude on the freedoms we enjoy because of those who served. Wishing everyone a safe and meaningful Memorial Day.

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of acc...
05/21/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it's a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control.

And remember: if you're struggling with mental health, reaching out to a trusted professional or support resource can make a difference.

Your mental health matters. 💚

This weekend we had a blast showing up for Gary’s Ride, Inc.The passion and heart Kristin Wiedenfeld has for spreading a...
05/19/2026

This weekend we had a blast showing up for Gary’s Ride, Inc.

The passion and heart Kristin Wiedenfeld has for spreading awareness around Glioblastoma in truly one of a kind.

Here some statistics Kristin shared this year:
•Iowa is 2nd in Glioblastoma cases
•57% of malignant cases of Iowans will be diagnosed with Glioblastoma
•47% of malignant primary brain tumors will be Iowans that are 40 years or younger.

Kristin is on a mission to raise awareness and funds for local patients and families affected by brain cancer, especially GBM. Gary's Ride also provides financial support for organizations such as:
•MercyOne Richard Deming Cancer Center
•MercyOne Des Moines Foundation
•Iowa Oncology Research Association

There is so much more research to be done to learn the ins and outs of Glioblastoma, Kristin wants some answers and you can be a part of it! 🫵

We are proud to support Gary's Ride and be a small part of spreading some awareness! Although the 2026 ride is over, there's still work to be done and 2027 to look forward to! 🚲

Address

4090 Westown Pkwy Suite 108
West Des Moines, IA
50266

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

(515)2074346

Website

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