Kane Company Wealth Management, Inc.

Sarah Zimmerman is a PFS™ credentialed advisor with seven years of industry experience. She is part of the Kane Company Wealth Management, Inc. team in Johnston, IA. Zimmerman has been associated with Kane Company, P.C. since 2001. Kane Company Wealth Management, Inc. serves individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional mutual funds and ETFs, with investment strategies guided by Dimensional Fund Advisors and Modern Portfolio Theory.

Jason Kane is a CFP® with nine years of industry experience, currently serving at Kane Company Wealth Management, Inc. since 2019. His prior roles include positions at Creative Planning, Summit Wealth Advisors, Engage Advisors, and The University of Kansas. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily constructed with passive vehicles and institutional funds, incorporating tax-aware management techniques.

Steven Kane is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Kane Company Wealth Management, Inc. since 1993. Kane Company Wealth Management, Inc. provides investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, charitable foundations, and company-sponsored retirement plans. The firm manages approximately $284.7 million and focuses on long-term, low-cost, tax-efficient portfolios primarily using passive vehicles and institutional funds, with an emphasis on Dimensional Fund Advisors’ strategies and Modern Portfolio Theory.