Investments

At Kansas City Private Wealth Management, we believe in a "NO CONFLICT" policy when it comes to the investments we choose for your portfolio. We do not receive additional compensation for any of the investment choices we make.

We customize your portfolio based on your overall objectives. The strategies we employ are driven solely on
what we believe will have the best probability of success or what we believe adds more value to our clients’ over the long term.

Our strategies utilize the following:

Mutual Funds (typically Institutional Share Class)
Exchange Traded Funds
Closed End Funds
Individual Stocks
Individual Bonds
Money Market Funds

FIXED INCOME STRATEGIES

TOTAL RETURN STRATEGIES

EQUITY INVESTMENT STRATEGIES

CORE-SATELLITE STRATEGIES

GLOBAL MACRO STRATEGY

WEALTH MANAGEMENT STRATEGY "FOUR LEGS"

OPTION STRATEGIES

GLOBAL INDEX STRATEGIES

HEADQUARTERS

KANSAS CITY PRIVATE WEALTH MANAGEMENT
3. West 63rd Street, Suite 120
KANSAS CITY, MO 64113
P. 816.214.8344

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PROFESSIONAL ASSOCIATIONS

Kansas City Private Wealth Management, LLC, is a registered investment adviser in Missouri and any other state it is registered in and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.  This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. We may provide links from our site to other sites on the Internet for your convenience in locating investment-related and other information and services. These sites are maintained by independent third parties over which we exercise no control, and we do not endorse or sponsor such third parties or their web sites, and are not necessarily affiliated with any such third party. Accordingly we expressly disclaim any responsibility for the content, the accuracy of the information, and the availability of and/or quality of products or services provided by or advertised on these third-party Web sites.

Kansas City Private Wealth Management, LLC, may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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