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WEALTH | KC - Financial Advisors + Wealth Management
Planification patrimoniale claire et personnalisée pour un avenir financier en toute confiance.
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Business
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Planification patrimoniale claire et personnalisée pour un avenir financier en toute confiance.
WEALTH | KC - Financial Advisors + Wealth Management offre des conseils financiers clairs et personnalisés à Kansas City, Missouri. Située au 1420 NW Vivion Rd, Suite 109, l'équipe est saluée pour ses explications compétentes et accessibles et pour des plans adaptés aux objectifs de chaque client, y compris la retraite. Les clients signalent des mises à jour régulières, des conseils réfléchis et des décisions confiantes, sans pression.
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Stratégies complètes pour la croissance des actifs et la sécurité financière adaptées à vos objectifs.
Des plans personnalisés pour vous aider à épargner, investir et vous préparer à une retraite confortable.
Conseils d'experts sur la gestion de portefeuille et les opportunités du marché pour optimiser les rendements.
Des entretiens en tête-à-tête pour discuter de vos objectifs financiers, de vos dépenses et de la planification à long terme.
Soutien continu avec des mises à jour et des ajustements pour maintenir votre plan financier sur la bonne voie.
Note globale
Marlin Holyfield
We have worked with a WEALTH KC financial advisor for a couple of years now and we are very glad we chose them. We never feel rushed in our meetings with them. They definitely understand what we want from our investments are set up our plans to help us achieve what we’re looking for. Highly recommend WEALTH KC.
Teri Magrath
We have had a great experience with Wealth|KC. The team is knowledgeable, approachable, and truly cares about helping clients reach their financial goals. They take the time to explain everything clearly and make sure you feel confident about your decisions. We would highly recommend them to anyone looking for trustworthy financial guidance.
Nat Schaap
Being new to this LPL has made things easy to understand and really helps out by always sending info that's easy to learn and what surprised me a bit is how fast they are to reach out anytime I've had any questions, and it feels as though I've had alot. Anytime I need to discuss anything, from my account, refinancing, or just changes in the market they are very quick to respond. Also, If we haven't spoke in awhile they will reach out to make sure things are on track just in case there needs to be any changes with how we proceed for the future and everything they do is custom made to fit the individual. If looking for an advisor I just don't see how you could do any better than the team at LPL, highly recommend. If you're on the fence as I was feel free to schedule a hassle free, no pressure meeting and decide for yourself at no cost.
Kyle Thomas
Shean and everyone at Wealth KC always take great care of me! I look forward to our meetings because they are very informative and Shean does a fantastic job of explaining everything in a way that makes it easy to understand. I have the utmost faith in the team and know my money and future retirement are in good hands!
Aaron Brown
My family started with Shean back when we were all just trying to figure out life through a recommend from a close friend—and it’s been one of the smartest financial decisions we’ve made. My wife and I are not exactly financial wizards. As long as we had jobs and some savings, we figured we were doing fine. But working with Shean has totally changed how we think about our money. He’s helped us set retirement goals, track our progress, and understand how spending today affects tomorrow. He checks in regularly, keeps us grounded when the markets get wild, and somehow makes sense of all the economic changes happening in the world. He’s never told us we can’t afford something or shut down our ideas—instead, he helps us understand how each choice fits into the bigger picture. We genuinely trust him and feel lucky to have him in our corner. Highly, highly recommend.
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