Cedar Point Capital Partners

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Cedar Point Capital Partners Cedar Point Capital Partners is a Registered Investment Adviser offering financial planning & advice. This profile is solely for informational purposes.

Cedar Point Capital Partners is a Registered Investment Adviser. Services are only offered to clients or prospective clients where Cedar Point Capital Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cedar Point Capital Partners unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisers or our services. Please be aware that while we may monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation.

We celebrated Aaron's birthday yesterday! Wishing you the best year ahead!
10/16/2026

We celebrated Aaron's birthday yesterday! Wishing you the best year ahead!

The travels continue... Another great photo we received this week!
10/12/2026

The travels continue... Another great photo we received this week!

10/09/2026

Have Restricted Stock Units as part of your compensation? The amount your employer withholds may not cover your full tax bill.

In this month’s edition of The Planning Corner, David and Nick explain how RSUs are taxed and what to review before year-end to help avoid a surprise at tax time.

Good planning means looking beyond the obvious, asking thoughtful questions, and considering the full picture.
10/07/2026

Good planning means looking beyond the obvious, asking thoughtful questions, and considering the full picture.

This Cedar Point Poll sparked some office debate: Does Lightning McQueen have life insurance or auto insurance? We voted...
10/06/2026

This Cedar Point Poll sparked some office debate: Does Lightning McQueen have life insurance or auto insurance? We voted. What’s your call?

October is National Financial Planning Month, which makes it a good time to check in on your goals and the decisions tha...
10/01/2026

October is National Financial Planning Month, which makes it a good time to check in on your goals and the decisions that support them.

Visit the Financial Insights page on our website for blogs, articles, and videos to help you stay informed.

Financial planning and wealth management insights from Cedar Point Capital Partners. Read up on evidence-based investing, human capital and other big topics.

The end of the year is a natural time to reflect on the year. Have your goals changed? Does your financial plan still re...
09/25/2026

The end of the year is a natural time to reflect on the year. Have your goals changed? Does your financial plan still reflect your priorities? Are there any opportunities or decisions worth addressing before the calendar turns?

Our latest blog shares a six-step year-end checklist to help you review where you are today and prepare for 2027 with greater clarity. It also highlights several tax-law changes that may be relevant to your planning this year.

Make more informed decisions with our year-end financial planning guide. Review your risk, taxes, and investments before 2026 comes to a close

A change of scenery today! We appreciated receiving this photo and wanted to pass along the view.
09/24/2026

A change of scenery today! We appreciated receiving this photo and wanted to pass along the view.

Gifting to kids or grandkids is often about more than just the money. We recently updated our guide with 2026 figures an...
09/22/2026

Gifting to kids or grandkids is often about more than just the money. We recently updated our guide with 2026 figures and planning considerations, including the $19,000 annual gift tax exclusion, 529 plan funding, gifting property, and the importance of clear family conversations.

Explore how Iowa families use annual gifting, 529 Plans, and trusts to transfer wealth to children tax-efficiently and with intention.

09/18/2026

In this month's edition of Capital Insights, we look at a familiar market narrative: midterm election years often bring more volatility and weaker returns. But 2026 hasn't followed the usual script. Trent looks at how this year compares with past midterm cycles, and why historical averages can offer context without predicting what comes next.

Address

329 12th Avenue SE Suite 106
Cedar Rapids, IA
52401

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+18005016403

Website

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