By Emily Johnson
For many Central Iowa residents thinking about retirement, the path from savings to secure income can feel complex. That’s where Wagner Investment & Retirement Advisors, LLC steps in—an independent financial and retirement planning firm led by Russ Wagner that has been helping individuals and families throughout Des Moines, West Des Moines and Central Iowa build personalized strategies around their vision for retirement.
Independent Guidance with a Client-First Mindset
Russ Wagner, the firm’s Founder and President, brings over 30 years of experience in financial and retirement services. His approach is grounded in a fee-based fiduciary commitment—meaning he and his team are legally and ethically bound to put clients’ interests first. That model gives clients confidence that when Wagner Investment & Retirement Advisors recommends investment vehicles, insurance solutions, or retirement income strategies, those recommendations are tailored, objective, and transparent.
Comprehensive Services Aligned with Your Retirement Vision
Wagner’s firm specializes in key areas that many Central Iowa clients need most:
- Retirement & Income Planning – Crafting strategies so clients can enjoy their retirement years with financial stability.
- Investment & Wealth Management – Managing diversified portfolios in line with risk tolerance and long-term goals.
- Rollovers (401(k), IRA, TSA, Other Retirement Plans) – Helping clients transition assets while minimizing fees and maximizing flexibility.
- Insurance Solutions – Assessing life and health insurance as part of a broader financial safety net.
The Wagner IRA Core: Independent. Service. Confidence.
At the heart of the firm is what Wagner calls the Wagner IRA Core—three principles that guide every client relationship:
- Independent: Free from product-manufacturer influence, with access to a broad range of financial and insurance tools.
- Service: Personalized attention from a small, experienced team led by Russ Wagner, including detailed consultations and ongoing reviews of plans.
- Confidence: Clients can rely on the combination of decades of experience, ethics, and comprehensive resources to pursue their retirement goals with clarity.
Working Together for a Secure Retirement in Central Iowa
Residents of Des Moines, West Des Moines, Stuart, and surrounding Central Iowa communities seeking professional help with retirement decisions will find Wagner Investment & Retirement Advisors right here locally. The firm’s office at 111 NW 2nd St #200 in Stuart provides a base for in-person meetings, while their expertise in investment, income strategies, rollovers, and insurance is designed to meet the varied needs of clients from all walks of life.
Why People Trust Wagner
Many clients choose Russ Wagner not simply because of his credentials—he’s an Investment Adviser Representative with Royal Fund Management, and a licensed Life & Health Insurance professional—but for the tangible results: income plans that endure market shifts; rollover strategies that avoid surprise tax or fee costs; insurance that fills gaps in long-term security. More than that, people appreciate working with a firm that listens, adjusts, and stays accountable.
If you’re navigating questions about when to retire, how to draw income, whether to roll over your 401(k), or how insurance fits into your long-term plan, Wagner Investment & Retirement Advisors may be the partner you need.
This story was produced as part of a LocalNewsIn Ask a Pro member benefit.
To learn more about Wagner Investment & Retirement Advisors, visit our profile online.
Sponsor contact: Wagner Investment & Retirement Advisors, 111 NW 2nd St #200, Stuart, IA 50250 • Phone: 515-745-3720.
Wagner Investment & Retirement Advisors