Wealth Management Services in Liberty, MO
Customized Wealth Solutions in the Kansas City Metro and Beyond
Our financial advisors in Liberty, MO help clients build, manage and preserve their wealth while defining and pursuing their unique goals.
We proudly serve the Kansas City Metro area, with an office located right on the Kansas City border in Liberty, a thriving community with a small-town feel and “Best Place” rating from numerous sources. We are proud of our community and thrilled to serve them.
With partners throughout the Midwest, we have the resources to help clients explore wealth solutions and strategies that will help them pursue the life they want.
WE ARE DEDICATED TO MAKING THE COMPLEX SIMPLE FOR OUR CLIENTS.
Investment Management
Retirement Planning
Estate Planning
Resources
Investment Process: The Importance of Process in Your Investment Strategy
Estate Planning Simplified: Understanding Wills and Trusts
Cross-Generational Planning: Connecting with your Millennial Children
HOW FAR ARE YOU
From Being Ready for Retirement?
Primary Service Areas:
Urbandale, Liberty, Jenks, Swansboro, Caledonia, Kansas City, Franksville, Lakewood, Topeka, Pella, Denver, California, Kearney, Lee’s Summit, Pleasant Valley, Statesville, Pella, Sully
Disclosures:
Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity.