How can I feel more confident in my plan for retirement and saving for my long-term goals?
We specialize in guiding you through retirement — not just to it.
Based in North Kansas City and proudly serving the Northland, we’re one of the area’s top-rated wealth management firms, known for our personal approach and deep commitment to the people we serve.
Hey, there - we’re glad you made it!
We work with Midwesterners who’ve spent their lives working hard and doing things the right way. You’ve earned a retirement that feels calm, confident, and fully yours — and we’re here to help you pursue that.
We’ll build a retirement and income plan that aligns with your financial goals and supports exactly how you want to spend retirement — whether that’s traveling, spending time with family, giving back, or just enjoying life without financial stress.
With Wealth|KC, you won’t just have a plan — you’ll understand it, believe in it, and know it’s built around your values and the life you’ve worked hard to create.
Our Mission
To enrich the lives of our clients and community through our modern approach to comprehensive wealth management.
How we do things, differently.
We help you organize your wealth, simplify the complex, and pursue your version of financial freedom.
No more feeling overwhelmed or stuck.
Through our distinct Priority Planning Process, we’re always focused on accomplishing your next highest priority item. No long “to-do” list; one step at a time, our team guides you through consistent, ongoing financial planning - one actionable step at a time.
