What we do.
How do you help clients like me manage all the moving parts of building wealth and planning for life events?
We take a personal, process-oriented approach to wealth management. Our goal is to meet you where you are and grow with you—helping you make smart, confident financial decisions along the way.
From big-picture planning to day-to-day decision-making, we provide a full range of services designed to bring clarity and long-term focus:
Financial Planning
A comprehensive take on clients’ current financial situations, future life events, and setting into place adjustments for those unplanned financial needs. We work to organize your finances, set personal goals, build written financial plans, help provide accountability, and monitor or adjust plans as needed.
Tax Planning
A holistic financial plan must include tax advice and recommendations. Working alongside trusted Certified Public Accountants (CPAs), we'll provide custom tax guidance within your overall wealth management strategy. Together we’ll assist you with tax planning, work together to build a tax strategy specifically for you, and how to navigate taxes in retirement.
Investment Management
A key component to a financial plan is selecting investments that will be beneficial towards clients’ overall goals and adjusting as needed based off changes within the market. We help clients manage funds within their 401Ks, IRAs, college savings plans, custom portfolios, and employer stock advice.
Estate Planning
Working closely with your family, we're here to ensure your estate plan goals are carried out according to your wishes. We'll create a plan aimed to protect your decisions, provide clarity to your loved ones, avoid probate, and protect your wealth from unnecessary stress or taxes. We'll continue to monitor and adjust your estate plan as your family and financial goals change.
Business Owners
We work with small- to medium-sized businesses in the Kansas City area to offer support so that you can focus on your market, team, and growth. Organizations can expect business entity considerations, employer retirement plans, business tax strategies, and employee financial education.
