Finucan Wealth Management

Availability 
Accepting new clients

Financial Advisors
Timothy J. Finucan, Financial Advisor
Sean D Finucan, Financial Advisor

Contact Us
(515) 832-4155

Office Address
508 Second St.
Webster City, IA 50595

Our approach

As a dedicated financial advisor with nearly 40 years in the industry, I believe in providing my clients with excellence at every level. Together with my fellow financial advisor and son, Sean, our team has a passion for professionalism and attention to detail, matched by our compassion for serving each client’s unique needs — from retirement planning to saving for college and everything in between.

One of the most unique aspects of my office is the labor-intensive approach we take while building customized portfolios for each of our clients. We’ve seen this strategy increase our clients’ engagement and sense of empowerment, which speaks to the heart of our values for building trust, knowledge and relationships.

We make it our mission to understand the short- and long-term goals of our clients before they invest their money with us, and we use our in-depth experience and skills to help drive success. In this ever-changing world, our team prides itself on being adaptive, responsive and effective while meeting the goals of our clients. We support a wide-ranging portfolio that includes generations of farmers, families and service members across the country. Every day, we have a chance to make a difference in someone’s life, and we are heartfelt in our desire to help, listen and care. We welcome the opportunity to work closely with other industry professionals, including CPAs and estate attorneys, to ensure your financial goals are met. We’re stronger together, and we look forward to seamlessly and comprehensively supporting your needs for many years to come.

Experience an award-winning team


Barron’s Top 1,200 1

  Tim Finucan, Ranked 2012-2013 and 2015-2023
 

Forbes Best-In-State Wealth Advisors 2
  Ranked in Iowa, 2021-2023

 

 

Barrons top 1200 financial advisors 2023

Our office

 

Finucan Wealth Management
508 Second St.
Webster City, IA 50595

 

Office Phone Number
(515) 832-4155

 

Fax
(888) 241-1752

 

Office Hours
Mon-Thu: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 4:00 PM
Saturday: Closed
Sunday: Closed

 

Our Team
Alicia Crouthamel
Sr. Branch Office Administrator

Eileen Doolittle
Sr. Branch Office Administrator

Gayle Odland
Sr. Branch Office Administrator

Carrie Olson
Sr. Branch Office Administrator 

Laura Moreno
Branch Office Administrator 

Kris Walker
Branch Office Administrator  

 

 

Important information:

1 Barron’s Top 1,200 Financial Advisors in 2012–2023, awarded February or March each year, data as of September of prior year. Compensation provided for using, not obtaining, the rating.

2 Forbes Best-in-State Wealth Advisors in North Dakota for 2021-2023, awarded first quarter each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining, the rating.