Find wealth managers in Independence

We provide professional and objective financial advice, all under one roof. Strategic Wealth Partners helps you get more from your investment portfolio, fund your children's education, plan for retirement, and minimize your tax exposure. If you're a business owner, we help you plan and execute your exit strategy. Helping people across the full spectrum

We are a fee-based investment management and comprehensive financial planning firm representing individuals, families, corporations, and foundations. Our single focus is helping our clients accomplish their unique goals. Not only is our process client centric, but our entire organization is structured to provide the best possible experience. If you

Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions. We work with individuals, families, medical professionals and small businesses to provide sophisticated strategies and solutions for all aspects of their financial life. Founder and president, Joe Heider