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Wealth By Design Education | Financial Advisors / Services | Stocks & Bond Brokers | Insurance | Speaker

825 South Taft, Suite 5
Mason City, IA 50401
(641) 423-0075 | Fax: (641) 424-9696
Click to Learn More
From Highway 122 (4th St. SW) in Mason City turn south on S. Taft Ave turn east on Briarstone Dr. turn into second driveway that goes to your right. Our office is on NE corner of building.
9 am to 5 pm weekdays, evenings and weekends by appointment

who to contact

Bob Burns · Phone:(641) 423-0075  · Fax(641) 424-9696 · Send an Email
Troy Westendorf · Phone:(641) 423-0075  · Fax(641) 424-9696 · Send an Email

about us

Wealth by Design specializes in client centered financial planning as well as financial educational opportunities. Our Donation Program allows us to donate up to $5,000 to local organizations!