Business Owners

Wealth Management for Business Owners

As a business owner, your business wealth management needs are complex enough.  Let alone sprinkling in the complexities of your personal wealth management plan.  You have a company to run, profits to make, and new markets to capture.  With the many hours you invest into your business, we understand that it is difficult to find time to break away from the day-to-day and focus on yourself and your family’s long-term goals.

By partnering with you, we can help to reduce the complexity and provide solutions to help you reach your destination.

Financial Advisors Working with Business Owners

We are wealth advisors for a group of business owners and their families, who among other things, aspire to a work-optional lifestyle. They want financial independence through their family investment goals and they want to continue to face the future with anticipation, not apprehension.

We’ve developed and refined a process for our clients that puts all the pieces of their financial puzzle together as their life unfolds and their needs evolve. We call our process the LifeMap Formula™.

For more information or to speak to one of our personal wealth managers call us at  (855) 653-8783 Toll-Free  (913) 653-8783 Local or  Click Here to Send an Email!


Our Process