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Park Central Plaza

4717 Grand Ave. Suite 240

Kansas City, MO 64112

(816) 221-1606


Building Your Future

You deserve the best advice when planning your financial future.

A wealth advisor must be able to assess your current financial situation, help you determine your financial goals and work with you to develop and monitor a customized plan to attain these goals.

You need someone you can rely on to provide trusted, objective and competent advice ... someone who has built a reputation on these qualities and relationships.

Our firm specializes in the following:

Financial Planning

  • Personal Financial Planning
  • Retirement Analysis
  • Education Planning & Funding
  • Charitable Gifting Plans

Wealth Management

  • Investment Management
  • Asset allocation
  • Cash Management
  • Tax efficient strategies
  • Individual equities
  • Mutual Funds
  • Fixed Income
  • Oil & Gas Programs
  • Real Estate Opportunities

Risk Management

  • Life Insurance
  • Annuities
  • Long Term Care
  • Disability Insurance
  • Business Succession
  • Legacy Planning