OUR PROCESS

Knowing our clients and developing a deep understanding for what their short and long term goals are is the foundation of our process. Once we establish your goals the next tier is based on how to get you there.

Creating an investment policy that is uniquely tailored to your risk and return requirements helps us stay on the same path and increases our probability of success.

We then build a customized investment portfolio based on your goals. We continuously monitor and adjust your global investment strategy as well as updating your overall financial status.

DISCOVERY & REVIEW MEETING

CURRENT SITUATION

ETHICAL NEEDS ANALYSIS

DISCUSS LIFETIME WEALTH GOALS

DISCUSS GAP ANALYSIS

PRESENT OVERALL PLANS

MONITOR & ADJUST

REPEAT STEPS 1 - 8

HEADQUARTERS

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

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OUR SERVICES

FINANCIAL PLANNING
INVESTMENT STRATEGY
RISK MANAGEMENT

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COMMUNITY INVOLVMENT

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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