Financial planning for the best of the midwest.

Chart your best path.

Financial planning + wealth management is the blueprint for designing a life that aligns with your dreams and aspirations.

It's not just about numbers; it's about designing your life.

From achieving significant milestones such as buying a home to enjoying a comfortable retirement, a strategic plan empowers you to turn your life's vision into a tangible reality.

schedule introductory call today!

You might be a good fit if you:

✔️ are close to retirement and looking for a partner in a financial advisor.

✔️ are tired of being sold products or “ideas”, instead of hearing solutions.

✔️ want transparent advice that’s in your best interest.

✔️ have a high-net-worth and are looking for advanced financial planning with a CFP®

✔️ are looking for a fiduciary and a fee structure that aligns client and advisor.

see how we do things, differently

  • "Will, at Wealth KC, has been very helpful with settling some financial challenges after my divorce. He is very knowledgeable and personable. I trust him completely with my money management now in retirement."

    —Lynn L.

  • "Shean and Leah and their team have worked tirelessly for me. My husband passed a little over a year ago and Shean and Leah were exactly who I needed to help me with understanding my financial situation. They have been there for me every step of the way. I am overwhelmed by their kindness and support. They have certainly made the transition much easier and less stressful. I am so grateful for these wonderful people."

    —Denise H.

  • "My wife and I have known Shean for a while. He is very down to earth and personable. He doesn't push like others have done. He is there for you, not for himself. Very passionate at what he does. It's not a job to him. He loves helping people to become financially secure by retirement and after. Will hold live videos to explain where the market is and where he feels funds go where. We've never gotten that anywhere else. He goes out of his way to maximize funds to age ratio. I could not think about going anywhere else. Thank you, Shean and team."

    —Matt S.

  • "The team at Wealth | KC are top notch. They take the time to truly design a personalized financial plan that fits your needs. This is a crew that is highly involved and responsive with their clients. They are on top of all market changes and respond appropriately. We fully trust their experiences and recommendations. Highly recommend their services!"

    —Jill N.

  • "After every meeting I walk away confident in our financial plan. Every question is answered with the data to back it up. Every suggestion has a reason why. The meetings never end until we are all on the same page. I recommend this group to anybody that asks who my financial advisor is. Don’t risk not having the best people in your corner."em

    — Brad. V

  • "Shean is incredible and truly invested in our future. He takes the time to answer all of our questions. We recently retired and took all of the guesswork out of the process. We reccomend to all who is searching for a financial advisor. Grateful for Shean and all of the team at Wealth KC."

    —Tracy B.

  • "Will has helped us with great advice for saving taxes when I got hit hard. He helped my husband plan his retirement income and provided us with financial safety through these rocky times."

    —Diane S.

  • "Shean and his team are a pleasure to do business with. I am confident in his ideas for positive investment returns and overall guidance to insure our financial stability as we get closer to retirement."

    —John K.

Your Retirement.

plan it well, live it fully.

Our goal is to help you enjoy retirement while feeling confident your financial plan is built to support your lifestyle for the long-term.

We answer:

+ How much can I spend in retirement and do what I enjoy?
+ How much will I need for healthcare costs in retirement?
+ What does Medicare cover, and when should I enroll?
+ When should I start my Social Security benefit?
+ How do I reduce taxes in retirement?
+ What are the best withdrawal strategies for my accounts?
+ How can I leave wealth to my children or charities?

Get your questions answered

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