Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

You are the CEO of your family. Who is your Family CFO?

This is the role we fulfill for families every day! We develop, implement, refine and revise customized strategies for each and every client we serve. Are you ready to explore the benefits of your very own Chief Financial Officer?

Explore the Benefits

Bonds Called

He had been the primary earner in the family before he passed away two years ago. They had made a great team and shared much of their life together. However, it was always him who handled most of the investment decisions.

Leaving a legacy

Michelle was unmarried, had no children and was blessed by good fortune and a successful career. She wanted to do something meaningful with her wealth.

Retirement

Mike and Lori, weren’t sure if their current investments would give them enough to fund the dream retirement they were hoping for in 10-years.

What We Do Play Video

News

Discover the latest news from the Buttonwood team, and receive timely insights and perspective on the financial world.

  • Did you hear the news? A tech company introduced a microwave you can turn on using Wi-Fi – as long as you have one of the company’s voice assistants at home, reported Kaitlyn Tiffany of Vox. Soon, the voice assistants will be built with neural networks that will formulate hunches about whether their owners might like to be reminded to ... Read More
  • All investors are consumers, but not all consumers are investors… The September installment of University of Michigan’s Consumer Sentiment Survey reported Americans are feeling pretty optimistic. Consumer sentiment rose to the second highest level since 2004, and consumer expectations reached the highest level since 2004. Surveys of Consumers chief economist, Richard Curtin, wrote: “Consumers anticipated continued growth in the economy that would produce more jobs and ... Read More

Buttonwood Art Space

A community-focused gallery located within the Buttonwood building in Midtown Kansas City, the Buttonwood Art Space is a place for local and regional artists to share their artworks and their commitment to non-profit charities.

Financial Focus

At Buttonwood, we believe in the fact that as wealth builds, life doesn’t get simpler – it gets more complex. In our role as Family CFO, we simplify the complexities that come with wealth.

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