Kane Company

Kane Company Wealth Management, PC is a fiduciary wealth management firm offering a comprehensive approach to providing professional financial and tax advice Our CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants and Personal Financial Specialists can help you develop and implement a long-term strategy that meets your financial goals

Kane Company Wealth Management, PC

Our Pledge To You

Investment Advisory Services & Personal Financial Planning

• Personal Financial Planning and Investment Analysis
• Risk Tolerance and Asset Allocation Planning
• College Funding Analysis and Planning
• Pension and IRA Rollovers
• Income tax planning and return preparation for businesses and individuals
• Assistance with entity selection for businesses and real estate holdings
• Formulation of estate and gift tax strategies and estate planning
• Planning for required minimum distributions
• Roth IRA conversion analysis
• Mergers and acquisitions/Sale of Business

As of April 24th, 2023 our office is now located at:

8831 Thomas Avenue, Suite 200, Johnston, Iowa 50131