Wealth Management Consultants - Overland Park, Kansas

Address: 6501 W 138th Terrace #1029, Overland Park, KS 66223.
Phone: 67373439.
Website: wmcmidwest.com
Specialties: Consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Wealth Management Consultants

⏰ Open Hours of Wealth Management Consultants

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here's a detailed description of Wealth Management Consultants, formatted as requested, emphasizing key information and aiming for a professional and helpful tone:

Wealth Management Consultants – A Reliable Partner for Your Financial Future

For individuals and families seeking comprehensive guidance in managing and growing their wealth, Wealth Management Consultants at their Overland Park, Kansas office, represent a valuable resource. Located at Address: 6501 W 138th Terrace #1029, Overland Park, KS 66223, and reachable by phone at Phone: 67373439, this consultancy specializes in providing personalized financial strategies. Their website, Website: wmcmidwest.com, offers further details about their services.

What Do They Do

As a Consultant firm, Wealth Management Consultants focus on building lasting relationships with clients and developing tailored wealth management plans. They don’t typically offer investment management services directly (though they can recommend suitable investment vehicles), but instead concentrate on the broader strategic aspects of financial planning. Here’s a breakdown of their core competencies:

Financial Planning: They assist clients in creating detailed financial roadmaps, considering goals such as retirement, education funding, estate planning, and charitable giving.
Retirement Planning: A significant portion of their work involves helping clients determine the best strategies for maximizing their retirement savings and income.
Estate Planning Consultation: While they don’t offer legal advice, they collaborate with estate planning attorneys to ensure clients’ wishes are reflected in their estate documents.
Risk Management: They assess client’s risk tolerance and develop strategies to mitigate financial risks.

Accessibility and Practical Information:

The firm prioritizes accessibility. They offer a Wheelchair accessible entrance and a Wheelchair accessible parking lot, demonstrating a commitment to serving a diverse clientele. Currently, they have 0 reviews on Google My Business and an Average opinion: 0/5, suggesting they are a newer or less established firm in terms of public reviews, however, this doesn't diminish the potential value they offer.

Key Contact Details:

| Feature | Information |
|--------------------|-----------------------|
| Address | 6501 W 138th Terrace #1029, Overland Park, KS 66223 |
| Phone | 67373439 |
| Website | wmcmidwest.com |
| Specialties | Consultant |
| Accessibility | Wheelchair Accessible |

Recommendation:

For those seeking a knowledgeable and dedicated partner to navigate the complexities of financial planning and build a secure financial future, Wealth Management Consultants are a worthy consideration. We encourage potential clients to visit their website at wmcmidwest.com to explore their services in more detail and schedule a consultation. Taking the first step toward a well-managed financial life is a valuable investment.

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