KC
Kansas City Private Wealth Management
Personalized financial strategies for a secure and prosperous future in Kansas City.
New · No reviews (yet)
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Business
financial-advising
business-consultants
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About Kansas City Private Wealth Management
Kansas City Private Wealth Management is a premier financial advisory firm dedicated to providing personalized wealth management services to individuals and families. With a focus on careful, attentive account management and reasonable fees, we offer high-level service to help clients achieve their financial goals. Our experienced team, led by professionals like Jack Wheeler, builds long-term relationships based on trust and expertise, ensuring tailored strategies for investment, retirement, and estate planning in the Kansas City area.
Business Info
Location
3 W 63rd St #120, Kansas City, MO 64113, USA
Services Offered
Wealth Management
Comprehensive financial planning and investment management tailored to individual goals and risk tolerance.
Retirement Planning
Strategies to secure a comfortable retirement through savings, investments, and income planning.
Estate Planning
Guidance on asset protection, wills, trusts, and legacy planning to ensure financial security for future generations.
Investment Advisory
Personalized investment portfolio management with careful oversight and reasonable fee structures.
Financial Consultation
One-on-one advisory services for budgeting, tax planning, and overall financial health optimization.
Reviews
5(2 reviews)
K
Kathleen Johan
via Google
over 8 years ago
D
Don Dagenaisvia Google
over 9 years ago
Jack Wheeler at Kansas City Private Wealth Management is an excellent, careful and attentive account manager with whom we have worked for a number of years. The fees are quite reasonable and the level of service very high. We recommend him unconditionally.
