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As an independent wealth management advisor in the greater Kansas City area, I only work for one person…you, my client.

Wealth Management is both an art and a science. The art is understanding what you want to accomplish with your do you want it invested...what life style is it to support...what legacy to you want it to create? The science is blending intelligent investment strategies with smart efficient tax management strategies to help accomplish the goals you have set for your wealth.

Each client has their own unique investor profile and tax payer profile. In order to create and maintain wealth in the United States, an investor must blend investment strategies with efficient tax management strategies.