Total Wealth

Total Wealth is a wealth management firm in West Des Moines, IA. The firm provides specialized services including tax planning, healthcare and Medicare reviews, risk management, and estate planning. Serving high net worth individuals, business owners, and families, the firm focuses on helping clients prepare for retirement and everyday needs through a comprehensive approach to financial and personal well-being. The business maintains a 5.00 rating.

The firm utilizes the signature T.H.R.I.V.E. Planning Process™ and the T.H.R.I.V.E. Framework™ to structure retirement planning around six essential areas: taxes, income, healthcare, risk, vitality, and estate planning. This methodology is used to craft a Total Wealth Retirement Plan™ designed to safeguard futures and protect assets. The team includes David Lukas, a retirement planner, author, and radio host, alongside professionals such as Austin Boots, Chris Glancy, and Scott Starkel.

Located on Wild Rose Ln, the office is a short drive from the post office and near the Funny Bone Comedy Club. It is also situated close to Willow Springs Park.

Total Wealth is recognized for providing well-documented business information that allows clients to understand their services clearly. The firm's dedication to helping individuals achieve a work-optional lifestyle is reflected in its specialized retirement planning expertise.

Total Wealth provides expert guidance for retirement and long-term financial security to the West Des Moines community.