Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries. Proudly serving the best of the midwest.
After years with a national brokerage firm, our goal was to create a boutique culture with no sales, no required revenue, no shareholders to please, and no industry relationships to maintain. Our goal is to simply uphold the fiduciary standard with transparent, conflict-free advice that is in the best interest of our clients.
Together, we guide our clients through every life stage with comprehensive financial planning and investment management. We help our clients organize their wealth, simplify the complex, and pursue their goals through detailed planning.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 1420 Nw Vivion Rd., Kansas City,missouri 64118,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.wealthkc.com
- Keywords
- Taplow.
- HQ
- Kansas City, Missouri
Wealth | Kc Questions
Wealth | Kc's website is http://www.wealthkc.com
Wealth | Kc's LinkedIn profile is https://www.linkedin.com/company/wealthkc
Wealth | Kc has
10 employees.
View email and phone details for 10
employees at Wealth | Kc.
Wealth | Kc's industry is
Investment Management
Wealth | Kc's top competitors are
Independence Initiative,
Hovee & Co,
Madison Wealth Planners,
Rpi, Inc - Financial Life Planners,
Elevation Wealth Management,
Billings Group,
Kc Wealth,
Dam Consulting & Advisory,
Wedel Financial Group,
Gfg Wealth Advisors.
Wealth | Kc's categories are Investment Management
Wealth | Kc's founding year is 2018
