10851 Mastin Boulevard
Welcome to Wealth Management Groupof Kansas City
We use a consultative process to create customized strategies to help you achieve your passions and dreams.
Our experienced team of experts will help coach your pursuit of financial freedom.
Our principles are perhaps the most important thing that helps us guide our clients.
Facilitating the most tax-efficient way to pass assets to a spouse and succeeding generations in ways that meet our client's wishes.
Our clients' experience the benefit of mitigating income taxes when possible.
Family Life Planning
We guide clients to merge their money life with their personal life so they can pursue their passions and dreams.
We focus on protecting our clients’ wealth against catastrophic loss, potential creditors, litigants, children’s spouses, ex-spouses and identity thieves.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A variety of resources to help you make informed decisions.