What We Do

 

We are a proud to be a local Kansas City firm with global reach thanks to an association with Wells Fargo Advisors Financial Network.  In order to provide the highest levels of service to each client, we deliver:

  • A focus on you – your interests always come first
  • A committed Advisor who is your primary contact and your long term relationship manager
  • A culture as a team – with our clients, advisors and the entire WaterFront staff
  • A commitment to frequent client communication - listening carefully to your needs and concerns

As a client you can expect:

  • a support team that knows you and that can quickly assist you
  • a personalized plan, updated annually, to reflect where are you are on the path to your goals
  • an investment strategy that is built with your specific goals in mind
  • at least 4 advisor conversations (minimum one in person) each year
  • quarterly written reviews of performance against your plan
  • online access and monthly statements
  • collaboration - we will ask for your feedback so we can constantly improve

 

Our team has developed and employed this personal approach since 1988 and has received recognition in local and national publications for those efforts.  We research and leverage the many tools and strategies available and create a personalized plan unique to you.    There’s nothing more important than financial security.  Let us take that journey together.