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Secure your future
OUR SERVICES
We provide fee-based, comprehensive financial planning and wealth management services for individuals, trust, corporate and qualified pension accounts. We tailor client portfolios to each of their individual financial goals. Not one client is mixed into standard model-allocations, and every client has a bespoke experience.
OUR TEAM
Our team of experienced and dedicated professionals work hard to bring meaningful questions and solutions to each one of our client’s financial needs.
OUR PROCESS
KANSAS CITY
WEALTH MANAGEMENT
Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life.
Fee-based advisory services
QUICK LINKS
DOL Fiduciary White Paper
Implementation as of June 2017
The rule expands the “investment advice fiduciary” definition -
What does it mean for you?
Need more details? Contact us
We are here to assist. Contact us by phone or email.