$132MM AUM | $560,000 GDC in
Kansas City, MO
I am building a small intimate Wealth Management team. Based on holistic balance sheet management and comprehensive planning. Looking to plan my succession while growing a sophisticated practice. Focus on investment and risk management. NOT Product centric. Client centric. I don't intend on leaving my firm but would spend time speaking with someone looking for their last stop. A talented individual or team who wants to plan their own future succession as well. 99% Recurring fees.