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Wealth Coaching

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Client Resources

SEI Portfolio Access
Portfolio Access is the investment portal through which our clients can view their investment accounts on an on-demand basis. It serves as a technological link to their money in between the monthly paper statements and shows the cash and investment balances as of the prior business day's closing prices. The benefit to clients is that they don't have to wait until they get their statement to see how their investments are performing.
Information Integrator
Information Integrator is a secure online document storage vault where clients can view files that we have uploaded. Clients have the ability to upload files to the same site. Those files may include tax returns, wills and trusts, business documents and other financial papers. The advantage to the clients is that they can access this vault from any computer in the world with internet access. In addition, they can also view, at a snapshot, a financial summary as consolidated by our planning software.
Other Resources

News & Updates

Growing Iowa's Business Leaders — Aug 18, 2008

Brian McKibban, CFP®, MBA is helping the Iowa Association of Business and Industry create Iowa’s business leaders of the future.

Brian recently served as a judge for the Iowa Association of Business and Industry’s 2008 Business Horizons program. He assumed the role of...

Fundraising University — Aug 8, 2008

The Charitable Giving Resource Center, a wholly owned subsidiary of Syverson Strege & Company, is now accepting applications from non profit professionals in the Des Moines and Sioux City areas for the most current versions of Fundraising University.

Fundraising Univers...

Stacy Rungaitis Joins the Syverson Strege Team — Aug 4, 2008

Stacy Rungaitis, a veteran fundraiser and former Iowan, is returning to the Des Moines area to serve as the Chief Operating Officer of the Charitable Giving Resource Center. She will also serve as dean of the firm’s Fundraising University.

The Charitable Giving Resour...

The "Top Dogs" of Wealth Management — Jul 21, 2008

The 2008 rankings from Wealth Manager Magazine are public and, once again, Syverson Strege & Company of West Des Moines is on the list of the “top dogs” of wealth management firms in the United States.

“Our inclusion on the Wealth Manager list is directly attribu...

Achieving Life Goals — Jun 25, 2008

Walt Mozdzer, CFP^® and Johnne Syverson, CFP^®,AEP attended a two-day Wealth Coaching conference in Boston recently. They met with 40 other Wealth Coaches from around the country to learn the latest techniques on how to be more effective in communicating with their clie...