201 South Story Street
Tim Kunkel and Corey Heimensen began their working relationship back in 2003. Through the years they have combined their working efforts behind the scenes to streamline portfolio creation for clients and to mentor and educate new advisors in their network. Their Wealthbridge Partners group serves thousands of clients from across the country with personalized strategies. By having financial offices in various cities it also provides a level of convenience for clients to work with their advisors in a personal fashion. Tim and Corey felt it was important to create a network that would give clients the clarity and continuity of a large, national firm while keeping client service friendly, timely and professional.
Quite simply, we pride ourselves on "doing what we say we will do," and we strive to make life easier for our clients.
We will work closely with you to understand your goals, values, current financial status, income needs and the future you imagine for yourself.
We will develop a written plan or proposal that will be presented to you, outlining recommended strategies that we can track and measure.
We will select the tools and resources needed to implement your strategy and to help meet your unique needs and goals.
We will regularly review the progress of your plan and make adjustments as changes in your life occur.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.