Is True Wealth For You?
At True Wealth & Company™, we understand your wealth needs are unique to your place in life. We work with you to paint the panoramic picture that captures the vision of the life you want to create for your spouse and your family. Our proprietary process, called the Work Optional Formula, guides you from where you are today to where you want to be in the future. Our process never loses sight of the most important goals for you and your family.
Have you ever put together one of those 1000 piece jigsaw puzzles? Have you ever attempted to put one together WITHOUT looking at the picture! That would be crazy, right. Well, in the world of financial planning, many families struggle to make financial decisions because they are trying to puzzle together their financial life without first painting a picture.
When you choose to work with us, you become the heart of True Wealth & Company™. We are looking for long-term relationships measured in decades; not months or quarters. We strive to provide exceptional service to you and hopefully, many generations of your family.
Personal Wealth Managers Located In Overland Park, Kansas
We serve business owners, professionals, and retirees who are committed to achieving financial independence. Who believe in the American spirit. Who believe optimism is the only realism. That American ingenuity drives innovation and progress. Who love their community, their family, and their faith. And are committed to growing themselves and those they love and care about over the long haul. At True Wealth, we are honored to walk this path through financial independence with you and those you love, so you too can make work optional.
Our clients have many commonalities. Below is a list of the qualities that stand out to us. If this sounds like you, you’ll fit right in.
- They’re good, honest, respectful, hard-working people
- They seek financial independence for their family
- They’re focus is taking care of their family
- They have faith in the future
- They have a strong sense of purpose
- They focus on our worth, not our cost
- They’re engaged in our process without micromanagement
- They’re enlightened about the realities of market volatility
- They have gratitude for today and ambition for tomorrow