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.

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.

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.

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.

What We Do Play Video

News

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

  • Medicare Open Enrollment for 2018 By Insure.com – Last updated: July 11, 2017 Open enrollment for Medicare runs from Oct. 15, 2017 to Dec. 7, 2017 for plans starting Jan. 1, 2018. While the future of the private health insurance market continues to be uncertain, Medicare open enrollment is running like it has for years. As a Medicare beneficiary, you have from Oct. 15, 2017 ... Read More
  • The Markets “In theory, there is no difference between theory and practice, in practice there is.” Yogi Berra was talking about baseball, but the concept also applies to diversification, according to the GMO White Paper, The S&P 500: Just Say No. From the title, you might think the authors – Matt Kadnar and James Montier – don’t like ... 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.