Speak with a Wealth Manager (888) 988-6621

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Nationwide coverage but is centrally located in Kansas & Missouri

Many of our clients are located across the United States from coast-to-coast and we’ve built the firm to accommodate relationships both near and far!

Through the use of video conferencing, customized web-portals, text messaging and online seminars, we are able to communicate effectively and clearly with any one of our clients at any time. At the click of a button, we can digitally network you into our office and make presentations in real-time – as well as meet face-to-face.

To connect with an Advisor serving your area 
Call (866) 498-8898

Leawood, KS (Kansas City)

4811 W 136th St,
Leawood, KS 66224

Phone: (913) 498-8898
Fax: (913) 498-8897

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St. Louis (Chesterfield)

14755 North Outer 40 Rd
Ste 200 Chesterfield, MO 63017

Phone: (314) 669-5255
Fax:  (913) 498-8897

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Springfield, MO

1531 E Bradford Pkwy
Ste 303A Springfield MO 65804

Fax:  (913) 498-8897

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With a knowledgeable and friendly office, you won’t feel intimidated and overwhelmed but rather welcomed and at home.

We believe that in order to help you solve whatever financial problem you are trying to conquer, that means getting to know you. We foster an open and personable environment that is family-oriented and client-centered – either in person or virtually. With a family-office touch, you will feel like you’re walking into a home where you can get to know everyone on our staff and they can get to know you.