Welcome to
Wealth Management Group
of Kansas City
Serving successful families and businesses since 1982
Our Process
We use a consultative process to create customized strategies to help you achieve your passions and dreams.
Our Services
Learn moreOur Values
Our principles are perhaps the most important thing that helps us guide our clients.
Wealth Transfer
Facilitating the most tax-efficient way to pass assets to a spouse and succeeding generations in ways that meet our client's wishes.
Wealth Enhancement
Our clients' experience the benefit of mitigating income taxes when possible.
We guide clients to merge their money life with their personal life so they can pursue their passions and dreams.
Wealth Protection
We focus on protecting our clients’ wealth against catastrophic loss, potential creditors, litigants, children’s spouses, ex-spouses and identity thieves.
Social Security
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.