Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Our commitment is to a basic, understandable approach to financial guidance. While our years of experience provide a depth of knowledge, we strive to communicate the way our clients would like to hear from us.
Our belief is that simpler is better when it comes to investing. We strive to offer low cost, broad based diversified investment portfolios with low turnover.
Overland Park Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Overland Park Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives.
We work with a broad range of clientele including: Retirees, High Net Worth Business Owners, Multi-Generational Wealth Families, Divorcees, Widows and Widowers, Corporate Executives, Premier Attorneys, Business Professionals, Non-profit Endowments, Small Businesses, and Athletes.
At Overland Park Wealth Management, we provide expert assistance in the following areas: Investments, Financial Planning, Insurance.