Des Moines Team
A Better Approach to Private Wealth Management
for Des Moines
We are your family office that’s committed to providing expert counsel exclusively to families and institutions.
Our Team
Preferred for our compassion and dedication.
Founding Partner, Managing Director
Dave is a founding partner and the Managing Director at the Private Wealth office in Des Moines. With nearly four decades of experience in the financial industry, he has developed expertise in various areas, including......
Chief Investment Officer, Founding Partner
Brett Halley is a founding partner of Private Wealth Asset Management, bringing over 30 years of experience in the investment management industry. He is well-regarded by both colleagues and clients for his......
Chief Operations Officer
As Chief Operations Officer, Melissa manages the firm's daily business activities. Working closely with executive and department leaders, she directs the internal systems......
Associate Investment Advisor
As an Associate Investment Advisor, Michael plays a crucial role on the advisory team for each client. With a solid background in financial services, he is dedicated to bringing each client’s financial plan to fruition....
Associate Wealth Advisor
As an Associate Wealth Advisor, Madison supports the team in delivering tailored financial strategies to clients, helping them navigate complex investment, retirement and estate planning needs. She plays a key role in preparing client reviews......
Specialized Resources
Contact Us
Talk to an Advisor on Our Des Moines Team
Reach out to learn more or schedule a strategy session. Our team will respond to you within 48 hours.
Des Moines Office
315 5th St, Ste 200
West Des Moines, IA 50265
P | 515-328-8870