Not just wealth.
Wealth with purpose.

As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist. Our goal is to simplify the financial process for individuals and families that would like to protect and grow their money. Like a business hires a Chief Financial Officer, we serve in the same capacity for families. We develop, implement, refine and revise strategies throughout our multi-generational clients’ lives. At Buttonwood, we provide peace of mind.

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.

Selling a Business

Richard and his wife Edith owned a small business together, which they had poured decades of their heart and soul into.

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.

  • Christmas in July: Why You Should Plan Your Holiday [Small Business] Marketing Now By Rieva Lesonsky, Guest Blogger July 6, 2017 Put down the leftover hotdogs, sparklers, and souvenir American flags. Yes, summer has barely started—but if you’re a small business owner whose profitability depends on the holiday shopping season, it’s time to start planning your marketing strategy now. Here are three reasons you should start thinking about holiday marketing (even if ... Read More
  • It was a good week for a lot of stocks, but not bank stocks… Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist. Our goal is to simplify the financial process for individuals and families that would like to protect and ... Read More

Buttonwood Art Space

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

Financial Focus

We simplify our clients’ financial lives and empower them to bring a greater sense of purpose to their wealth, because we act as their family’s chief financial officer.