RockWise Wealth Partners

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RockWise Wealth Partners Building financial foundations that lasts - empowering you to live fully, spend wisely, give generously, and move forward with confidence in every decision.

We'll say it again - saving money doesn't have to feel overwhelming. Here are some simple ways to stay on track and stre...
10/12/2026

We'll say it again - saving money doesn't have to feel overwhelming. Here are some simple ways to stay on track and strengthen your savings🙌

DM us to speak with a financial advisor today!

October is Financial Planning Month so here are some friendly reminders of what financial planning looks like and means ...
10/01/2026

October is Financial Planning Month so here are some friendly reminders of what financial planning looks like and means for you!

One daily habit. 100 days. A lifetime of impact. ✨Spend 10 minutes a day on your money - log a transaction, review an ac...
09/23/2026

One daily habit. 100 days. A lifetime of impact. ✨

Spend 10 minutes a day on your money - log a transaction, review an account, or set one small automatic transfer. Ten minutes × 100 days = real momentum.

High impact year‑end moves (do at least a few):

Snapshot goals & net worth
Build emergency fund
Raise 401(k)/IRA deferrals if possible
Take any required minimum distributions (RMDs)
Year‑end tax moves: loss harvesting, rebalancing
Adjust withholding / estimated taxes to avoid surprises
Make charitable gifts (consider appreciated stock or a DAF)
Check HSA/FSA limits & deadlines
Confirm beneficiaries, wills, POAs, health directives
Review insurance and pay down high‑interest debt
Simple plan for the next 100 days

10 minutes/day: one small money task
Weekly theme: taxes, retirement, estate, giving, etc.
Automate what you can and book your year‑end review today!

Today we remember the precious lives lost. We honor the brave and selfless heroes. We believe in the resilience of our n...
09/11/2026

Today we remember the precious lives lost. We honor the brave and selfless heroes. We believe in the resilience of our nation🙌🇺🇸
Never Forget.

Friday is National 401(k) Day 🙌 Here's a quick refresher!
09/08/2026

Friday is National 401(k) Day 🙌 Here's a quick refresher!

Dolly Parton's passing leaves a quiet hole in the world of music and generosity🤍we mourn and honor the way she lived: cr...
09/02/2026

Dolly Parton's passing leaves a quiet hole in the world of music and generosity🤍we mourn and honor the way she lived: creative, financially resilient, and most importantly, generously. As we remember her, there’s wisdom in how she built a life that protected her family, supported her community, and let her give without compromise. Here are three practical lessons from Dolly’s playbook:

-Dolly diversified: music, books, film, licensing and theme parks - so one slowdown couldn’t sink her. Financial planning is the same way: diversify your portfolio, limit concentration risk and rebalance, so one setback won’t derail your goals.

-Invest in what you know. You don’t need to chase the latest hot tip. You’ll usually do better putting time and capital into industries and ideas you actually understand.

-Give with intention. Generosity that’s strategic - aligned with causes you care about and informed by tax-efficient tools - multiplies impact far more than scattershot giving.

Small actions: test a side hustle, learn one new corner of an industry, and speak with a financial planner about tax-smart giving. Save this post as a reminder that financial resilience and generosity can go hand in hand!

The best of both worlds✨A little reminder to myself and to you: work matters, but so does living - find the balance and ...
08/26/2026

The best of both worlds✨

A little reminder to myself and to you: work matters, but so does living - find the balance and savor both☺️

It's kinda chic ☀️
08/12/2026

It's kinda chic ☀️

Big news for new parents! 🎉 the new Trump Accounts give eligible newborns a $1,000 government seed to kickstart a tax‑ad...
07/29/2026

Big news for new parents! 🎉 the new Trump Accounts give eligible newborns a $1,000 government seed to kickstart a tax‑advantaged savings account. This is a simple way to start saving for college, a first home, or long‑term goals.

Want to see if your baby qualifies? DM me or set up a meeting today!

Spark the motivation, lock in the habits, and let an advisor optimize your path 🙌 Small, consistent steps + the right st...
07/23/2026

Spark the motivation, lock in the habits, and let an advisor optimize your path 🙌 Small, consistent steps + the right strategy = big outcomes. Let’s make your money work as hard as you do, DM us to set up a call!

Address

4601 Westown Parkway, Suite 342
West Des Moines, IA
50266

Opening Hours

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

Telephone

+15153272595

Website

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