OriGen Wealth Management

08/31/2026

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build financial confidence. Join us to discover practical strategies for teaching saving, spending, budgeting and financial responsibility. Whether you’re a parent, grandparent, or caregiver, you’ll gain actionable insights to help the children in your life build confidence and make smarter money decisions.
Learn more: https://bit.ly/4gBqzrC

08/28/2026

🎉 Happy Birthday, Jack! 🎉

Today, we're celebrating Jack and wishing him a fantastic year ahead filled with happiness, success, and great memories.

Join us in wishing Jack a very happy birthday by dropping your birthday wishes in the comments below! 🎂👇

08/27/2026

We had an amazing time at the DSM Unveiling event at On With Life! 🎉 Not only was it a fun night with great company, but it was also incredible to learn more about the life-changing work happening at On with Life in Ankeny. A special shoutout to our very own Bianca, who was featured in the magazine alongside Jay from Wasabi! 👏

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

The advice we provide is backed by more than experience and commitment. It's backed by a firm with the strength and resources to help support clients for the long term.​

That's one reason we're proud that Ameriprise Financial was named No. 302 on the 2026 Forbes Global 2000 list.​

While recognition like this is meaningful, what matters most to me is helping my clients work toward their goals with confidence through personalized advice and a long-term relationship. ​

Thank you to our clients for the trust you place in us every day.​

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

08/25/2026

As backpacks are packed and new adventures begin, we're celebrating the excitement, growth, and milestones that come with a new school year. Wishing all students, parents, teachers, and school staff a wonderful first day and a successful year ahead.

Good luck to all of our advisors' and team members' children as they head back to the classroom! 🍎🎒

08/25/2026

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

08/24/2026

⏰ It’s not too late to reserve your spot!

Join us for our upcoming complimentary webinar,"529 Plans: Beyond the Basics.” During this session, we’ll discuss 529 Plans and some of their expanded uses (hint: they’re not just for college anymore!). We’ll explain some myths and facts about 529s and address the special tax treatment of education savings plans.

📅 Wednesday, August 26, 2026

🕛 12:00 PM - 1:00 PM CDT

💻 Online Event

Presented by Jake Gremza, Wealth Planning Specialist with Franklin Templeton, and hosted by OriGen Wealth Management.

Click the link below to reserve your spot today:
https://bit.ly/45Me0Vp

08/21/2026

If something feels off, trust that instinct.

Many of today’s most effective scams don’t look suspicious at all — that’s what makes them so dangerous.

Here’s a look at the most common tactics we’re seeing right now — and what to do to stay one step ahead.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

08/21/2026

✨ Happy Work Anniversary, Tony! ✨

Three years ago, Tony joined the team, and we're better for it. Thank you for your dedication, support, and all the ways you've contributed over the years. We're excited to celebrate this milestone and grateful to have you as part of the OriGen family.