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Our Company

 

Overland Park Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Wealth Advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principles

Integrity

Staying true to your word and your conscience.

Communication

Consistent, regular phone calls, emails, and face to face conversations helping our clients with all aspects of their financial lives.

Relationship

Beyond communicating, caring about our clientele as individuals, families, and institutions.

Community

Interconnected and dependent, we need others and they need us.

Education

As stewards of our client’s financial health, we believe education is crucial to making prudent investment choices for both oneself and one’s family.