Strategic Wealth Solutions is an independent financial services firm based in Urbandale, Iowa, serving retirees and individuals planning for retirement in Iowa and the Midwest. The firm helps clients turn their personal vision of retirement—its place, people, and lifestyle—into achievable financial goals. Its approach is represented by the “blue chair,” a symbol of the retirement each client hopes to enjoy.

Through its Blue Chair Plan, Strategic Wealth Solutions develops customized financial strategies based on clients’ distinct goals and assets. Services include retirement planning, investment management, wealth advice, and income strategy guidance, with insurance products used to address individual needs and objectives. The firm also provides educational resources, income-assessment materials, financial literacy workshops, webinars, and other live events to help clients build financial clarity and stay informed.

Founder Mark Gelbman brings experience and a personal approach to the firm’s advisory work. Strategic Wealth Solutions emphasizes professional guidance and direct conversations, helping clients evaluate their options and plan for retirement with greater confidence.