Broker Check
Retirement Redefined Acres of Diamonds Investments Surprises

Welcome to Private Asset Advisory Group LLC, West Des Moines, IA

Private Asset Advisory Group LLC is a highly reputable investment company that has proudly served individuals and businesses in the Des Moines and West Des Moines areas since 1987. If you are like most people, then you probably have many questions where investments, financial planning and retirement are concerned. Here at Private Asset Advisory Group LLC, our professional financial advisors can provide a wealth of information that will help you to achieve your future financial goals while minimizing risk. Whether you want to learn about how to set-up an IRA, investing strategies, retirement savings, college fund savings, life insurance, estate distribution and conversion or any other related topic, we have the skill and knowledge that is needed to effectively meet your needs.

In addition to the personalized attention you will get from our skilled financial advisors, you will also have access to financial calculators, newsletters, articles, e-seminars, institutional programs and more when you come to us for all of your financial planning needs. There are many legacy planning and money management companies in the Des Moines area, but we stand apart from the rest by incorporating strong ideas, personalized services, collaboration, and unique solutions to help our clients realize their visions and dreams. Whether you are just beginning to become interested in financial planning, or have already worked with other financial advisors, we will collaborate with all parties involved to effectively get the best solutions for your specific circumstances and needs.

Reasons to Choose Private Asset Advisory Group LLC

  • We have hundreds of satisfied clients that can attest to our quality services.
  • Our financial advisors are highly skilled in every aspect of money management matters.
  • You will get highly personalized services.
  • We can provide professional insight of services available in the market.
  • You will get exclusive access to special institutional programs.
  • We can handle every aspect where your investments are concerned.

Contact us today to speak with an advisor.

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.


The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

View all videos arrow