WEALTH | KC
Kansas City, United States (US) · Finance and Banking
Do your work at WEALTH | KC?
Claim this profile to manage your company.
Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
Nov 2025
WEALTH | KC is a Finance and Banking company based in Kansas City, United States (US), founded in 2018, with 2-10 employees. WEALTH | KC's profile is verified on Enterprise League.
Overview
Based locally in Kansas City, we are independent financial planners and wealth advisor - our focus is solely on the client as fiduciaries. Proudly serving the best of the midwest.
After years with a national brokerage firm, our goal was to create a boutique culture with no sales, no required revenue, no shareholders to please, and no industry relationships to maintain. Our goal is to simply uphold the fiduciary standard with transparent, conflict-free advice that is in the best interest of our clients.
Together, we guide our clients through every life stage with comprehensive financial planning and investment management. We help our clients organize their wealth, simplify the complex, and pursue their goals through detailed planning.
Contact Details
leah@wealthkc.com
Kansas City, United States (US)
Founded
2018
Employees
2-10
Categories
Keywords
Add keywords that describe your company, services, or market to improve your visibility in search results.
Companies teams usually look at after WEALTH | KC
Comparing a few options usually leads to better decisions
Save companies to compare later. Useful when sharing options with your team
This is how your company profile looks to others.