$86MM AUM | $700,000 GDC in Overland Park, KS
Member is Interested In:
Comprehensive Wealth Management firm with concentrated client base focusing on physicians, business owners and teachers who have accumulated significant resources and need experienced guidance that focuses on their entire financial lives. We rely on and understand the importance of risk management and focus on clients tolerance and ability to handle volatility. The end result is an informed client receiving a dedicated experience.