10925 Antioch Road
Secure your future
OUR SERVICESWe 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 TEAMOur team of experienced and dedicated professionals work hard to bring meaningful questions and solutions to each one of our client’s financial needs.
KANSAS CITY WEALTH MANAGEMENTOur 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
DOL Fiduciary White PaperImplementation as of June 2017The rule expands the “investment advice fiduciary” definition -
What does it mean for you?
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