Wealth Advisory Services in Kansas City

“The best way to find yourself is to lose yourself in the service of others.”

– Mahatma Gandhi

Our team of professionals at Falcon Wealth Advisors understands that we are in the services industry. We aren’t making widgets; instead we are inspiring our clients to live their best lives and use their hard-earned capital to find financial independence. We believe we do two things very well: financial planning & investment management.

ACCOUNTS WE OPEN

  • Standard Brokerage Accounts (After Tax)

  • Savings Accounts

  • Checking Accounts

  • Rollover or Traditional IRAs / ROTH IRAs

  • Trust Accounts

  • Donor-Advised Funds

  • Uniform Trusts for Minor Accounts

  • 401(k)s / SEP IRAs / SIMPLE IRAs

WHAT WE DON'T DO

  • Invest Without a Target or Plan

  • Give Off-The-Cuff Advice

  • Disregard New Strategies or Opportunities

  • Claim to Know All the Answers

  • Fail to Listen to Other Professionals

  • Use Products Like Annuities, Mutual Funds or ETFs

  • Charge Commissions

  • Hide Fees

Financial Planning Services

Financial planning is not a one-time exercise, nor is it a stringent road map. We see financial planning as an ongoing dialogue that requires us, the financial advisors, to listen to our clients and then provide them with options to plan for and reach their financial goals with confidence. As fiduciaries, it is our obligation to help our clients make the decision that is in their best interest — not ours.

Our Kansas City wealth advisors can help with:

  • Retirement Planning

  • Financial Goals Analysis

  • Social Security Utilization

  • Tax Planning

  • Estate Planning

  • Health Insurance Strategy

  • Charitable Giving

  • Pension Advice

Investment Management Services

Investment management can be best accomplished by taking sophisticated strategies and explaining them in a way our clients can understand. By not outsourcing to third-party vendors, we are confident we can keep costs low, transparency high and maintain control of the portfolio. We feel this allows us to serve our clients in a way many wealth advisors choose not to and give us a competitive advantage when looking at second opinions.

We provide financial investment and consultancy services including:

  • Discretionary Asset Management

  • Direct Investing

  • Individual Security Selection

  • Bond Trading

  • Options Strategies

  • Legacy Stock Oversight

  • Concentrated Position Management

  • Equity Compensation Reviews (401ks, ISOs, RSUs, NQOs, ASPP, ect.)

Looking for wealth management in Kansas City? Our licensed wealth advisors are here to support you with personalized solutions.

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