We help our clients of all ages answer these questions and many more. Together with our clients, we develop a plan so they can have peace of mind about their finances. As a fee-only, fiduciary, investment advisor, Wichita Wealth Management can be your guide through life's biggest financial decisions.
If you are looking for objective, independent and professional wealth management services that focus on your life-planning goals, without a sales agenda, you have come to the right place. Wichita Wealth Management, LLC offers fiduciary, fee-only investment management and financial planning services for individuals, families and small businesses.
If you are looking for objective, independent and professional wealth management services that focus on your life-planning goals, without a sales agenda, you have come to the right place. Wichita Wealth Management, LLC offers fiduciary, fee-only investment management and financial planning services for individuals, families and small businesses.
Services
This includes clients, prospective clients, vendors and service providers. For clients and prospective clients, this means that we strive to put clients' needs first and do what is best for them. We make every effort to listen, ask good questions and understand clients' needs, wants and dreams and look at life through their eyes.
Jeff founded Wichita Wealth Management to address the growing need for wealth management and financial planning services that are focused on the client's needs instead of on product sales. Jeff has over 30 years of business experience. He ran his own consulting firm for eight years and was financial manager of another organization for five years.
Wichita Wealth Management (WWM) provides fiduciary, fee-only wealth management services to individuals, families and small businesses. Wealth Management is an on-going process whereby we manage the client's investment portfolio and provide support for all things financial. The initial process to set up and fund accounts usually takes from two to six weeks.
One of the fun parts of our job is doing surveys with clients once Wealth Management accounts are set up and funded. We oftentimes ask the question: "What do you like about our services?" Fee-only, no product sales, transparency of fees. Historically, commissions have been the principal method of advisor compensation and the focus has been on selling products.
Wichita Wealth Management (WWM) is an independent Registered Investment Advisor firm, registered with the state of Kansas. Shareholders Service Group serves as the primary back-office solution for processing paperwork for WWM. They serve over 1,700 independent Registered Investment Advisory firms across the nation and work exclusively with independent RIAs to provide high-quality, dedicated services.
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