Dedicated to serving your financial goals with care.

Polson Wealth brings decades of experience to crafting thoughtful, tailored financial strategies, backed by a team dedicated to making every part of the experience work seamlessly. From our office in Des Moines, Iowa, we serve clients across the country, offering the breadth of resources of a large firm with the attentive, personal service of a small one. Every plan is backed by real research and a team focused entirely on your goals.

Leadership
  • Jay Polson
    Chief Investment Officer - President

“Your best interest is our only interest. I’m thankful to be a trusted advisor, and I’m proud to be a true partner to every client we serve.”

— Jay Polson, Chief Investment Officer and President

Support Team
  • Christine Polson
    Office Manager

  • Carly Kleiman, J.D.
    Chief Compliance Officer

  • Dan Fisher
    Insurance Consultant

  • Tom Moore
    Chief Technology Officer

  • David Bruck
    Chief Marketing Officer