We are A Kansas City financial Planning firm with 20 financial advisors who help individuals, families, and privately-owned companies develop a plan to pursue the financial well-being they deserve. To deliver financial planning solutions tailored to your needs by providing education, coordination, and objective, independent advice to empower you reach your financial goals and offer you endless possibilities.
Benefit from the knowledge of our entire team of Kansas City financial advisors while having one point-of-contact. Our client-centric approach provides you with the comprehensive financial knowledge and economic insights to help you work toward your financial goals. Our financial advisors don't use formulas.
Benefit from the knowledge of our entire team of Kansas City financial advisors while having one point-of-contact. Our client-centric approach provides you with the comprehensive financial knowledge and economic insights to help you work toward your financial goals. Our financial advisors don't use formulas.
Services
After decades of experience in the wealth management business, several Commonwealth financial advisors came together to form Infinitas, a wealth management firm comprised of a team of specialists in Kansas City. Our common goal was to create a better way to plan your financial future.
Now combined, our 21-advisor, 48-person wealth management firm, Infinitas, gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer.
Now combined, our 21-advisor, 48-person wealth management firm, Infinitas, gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial plan and creating a long-term plan customized to your needs. Our wide array of financial planning specialties covers everything from estate planning for your family's future to tax planning for your financial goals.
Join us for InfiniTALKS, our monthly educational events! Each month, we are offering you the opportunity to join us for mix of presentations that involve both education and entertainment. We are excited to host this exclusive event where Phil Hayes from CLA will discuss the potential upcoming changes to individual and corporate tax laws!
Infinitas Cares provides for contributions of time, talent, and financial support to a wide range of philanthropic efforts in our community. Our goals are to help relieve human suffering, advocate for social fairness and economic opportunity, and to promote education and increased financial literacy for those we serve.
Business decisions can impact not only the business itself, but may also influence the business owner's overall financial well-being. Planning for your business and employees and personal financial planning are often intertwined. We take a close look at all aspects of your financial situation-examining operational issues, risk management, succession planning, and executive compensation - to help ensure your business is on the right track.
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