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Office: (913) 826-6982   Fax: (913) 948-9484 

tj@fpgkc.com or james@fpgkc.com 

 10925 Antioch Road, Ste 100, Overland Park, Ks 66210

Investment advisory services offered through Financial Partners Group, Inc., an SEC registered investment adviser. Custody and other brokerage services provided to clients of Financial Partners Group, Inc. are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. 

WEALTH MANAGEMENT

 

Overview

What is Wealth Management?

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee.

Our Wealth Management Approach

Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is to integrate pieces of advice from a series of professionals and benefit from a holistic approach.
 

 

Your questions will be encouraged and our answers will be straightforward. We’ll help you understand where your money is invested, how your investments are performing, and how much it’s costing you. To address client needs for income, estate planning, gift planning, generation-skipping tax planning and philanthropy, our professionals will help to craft and implement holistic wealth management solutions.

Need more details? Contact us

We are here to assist. Contact us by phone or email.

Secure your future