Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

Your Family CFO.
Life Enjoyed.
Wealth Appreciated.

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.

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.

What We Do Play Video

News

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

  • As New York Fashion Week ended, inflation strutted its stuff. Ever since the Federal Reserve began raising the Fed funds rate in 2015, analysts have been anticipating higher inflation. The fact that price increases remained relatively small was a perplexing mystery. Then, last week, inflation increased faster than expected. The Bureau of Labor Statistics reported the Consumer Price Index (CPI), one measure of inflation, rose 0.5 ... Read More
  • Getting Up to Speed as Retirement Draws Near This article provided by Financial Media Exchange (FMeX) As you approach retirement, many important decisions await you.  If you have a qualified employer-sponsored retirement plan, whether it is a traditional pension or defined contribution plan, such as a 401(k), you will have to decide how to manage the plan’s proceeds once you retire.  Your choice may ... 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

You are the CEO for your family. Who is your Family CFO? This is the role Buttonwood fulfills for families every day; focusing on the creation, implementation, and ongoing strategy in your financial life.