We have a belief that wealth management is a combination of effective investment management and strategic, individualized and ongoing financial planning. All of our advisors have one or more of the following: CPA, CFP, or CFA and are dedicated to the lifelong learning process. We receive clients only through referrals from existing clients or other professionals. With approximatley $400 million in assets under management, we are one of the largest fee-only firms in the Kansas City area, but never forget about personalized service to our clients.
| Website | http://www.wealthmgt.com |
| Revenue | $1 million |
| Employees | 10 (1 on RocketReach) |
| Founded | 1993 |
| Address | 4000 W 114th St, Ste 160, Shawnee Mission, Kansas 66211, US |
| Phone | (913) 661-1650 |
| Fax | (913) 661-1654 |
| Technologies |
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| Industry | Finance, Financial Services |
| Web Rank | 20 Million |
| Keywords | Wealth Management, Financial Planning, Financial Advisor, Investment Management, Wealth Building, Portfolio Management, Investment Advisor, Financial Consulting, Financial Strategies, Retirement Planning, Asset Management, Investment Strategies, Estate Planning, Cfp, Long Term Investments, Risk Management, Retirement Solutions, Tax Planning, Cfa, Cpa |
| Competitors | Morgan Stanley, Goldman Sachs, Fidelity Investments, Merrill Lynch, UBS, Raymond James, J.P. Morgan, Edward Jones, Financial Services Company, Schwab Advisor Services +38 more (view full list) |
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