We approach each new engagement with a time-tested, consultative process with you and your family’s needs at the center. In a series of face-to-face meetings, we accomplish two things: a forum for open dialogue to understand your values and goals, and more importantly, the necessary time to get to know you and the unique situations you have.
We meet with you and your family for a Discovery Meeting. Based on the Discovery Meeting, we will develop a draft Wealth Management plan and present our plan to you at a Wealth Management Plan meeting. Based on your feedback, we will further refine your Wealth Management Plan and conduct a Mutual Commitment Meeting to finalize the plan. The Strategy Implementation Meeting is for reviewing the details of how we will implement the plan for you. Lastly, we will meet on a regular basis to review your plan’s progress toward its goals.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Wealth Management Group of KC, Inc and Cambridge are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 10851 Mastin Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.wealthmangroup.com/
- Keywords
- Retirement.
- HQ
- Overland Park, Kansas
Wealth Management Group Of Kc, Inc Questions
Wealth Management Group Of Kc, Inc's website is https://www.wealthmangroup.com/
Wealth Management Group Of Kc, Inc's LinkedIn profile is https://www.linkedin.com/company/wealthmanagementgroupofkc
Wealth Management Group Of Kc, Inc has
6 employees.
View email and phone details for 6
employees at Wealth Management Group Of Kc, Inc.
Wealth Management Group Of Kc, Inc's industry is
Financial Services
Wealth Management Group Of Kc, Inc's top competitors are
Complete Wealth 360,
Fas Wealth Partners,
Convergence Financial,
Afe Private Wealth,
First Light Financial, Llc,
Prevail Strategies,
Advisor Tax Resource,
Synergy Wealth Solutions,
Bukaty Companies,
Strongbox Wealth.
Wealth Management Group Of Kc, Inc's categories are Financial Services
Wealth Management Group Of Kc, Inc's founding year is 1982
