Not just wealth.
Wealth with purpose.

Not just wealth.
Wealth with purpose.

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.

So Many Decisions in Retirement

As he began to look at the different cash flow alternatives, the options became more and more intimidating. Should he take the annuity from the State and play it safe?

More Cash From Retirement

When the question arose, how much money they needed each year, an interesting thing occurred once the Buttonwood team reviewed the tax returns.

Selling a Business

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

What We Do Play Video

News

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

  • 2018 Retirement Plan Contribution Limits Written by: Matthew Frankel (TMFMathGuy) The IRS recently announced updated retirement plan contribution limits for 2018, and there are several significant changes taking place. Here’s how the new contribution limits will affect 401(k) plans, IRA investors, and Americans who use other varieties of tax-advantaged retirement savings plans. 401(k), 403(b), 457, and Thrift Savings Plan contribution limits For 2018, ... Read More
  • It’s the hap- happiest season of all. While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The Dow Jones Global ex U.S. Index is up about 21 percent year-to-date (refer to the table), and Treasury bond yields are lower than they were at the start of the ... 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

Acting as a Family’s Chief Financial Officer (CFO), we simplify our clients’ financial lives and empower them to bring a greater sense of purpose to their wealth.