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

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.

Real Estate Investments Demand Too Much

He used to enjoy painting and cleaning the different properties, but what used to be a pleasant escape had become a burden. His goal was to simplify.

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.

What We Do Play Video

News

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

  • How Are You Feeling About Financial Markets? Some votes are still being counted but investors appear to be happy with the outcome of mid-term elections. Major U.S. stock indices in the United States moved higher last week, and the American Association of Individual Investors (AAII) Sentiment Survey reported: “Optimism among individual investors about the short-term direction of stock prices is above average for ... Read More
  • Stocks recovered some ground, then stumbled over unemployment… Major U.S. stock indices faltered Friday after the Bureau of Labor Statistics (BLS) reported on a popular ‘lagging’ economic indicator – unemployment. (Remember, lagging indicators describe what has happened in the past.) The BLS reported:1, 2, 3 “The unemployment rate remained at 3.7 percent in October, and the number of unemployed persons was little changed at ... 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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