Wealth Management

Expert Wealth Management in Kansas City

Unlock Your Financial Success


As your Family CFO, the Buttonwood Financial Group team will actively manage your wealth, and regularly update you with reporting and ongoing strategies. We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking online portals.


With a team of experienced wealth management professionals and a commitment to delivering exceptional service, we have earned a reputation over more than 20 years as a trusted partner in navigating the complex world of finance. We believe in building long-lasting relationships with our clients, founded on trust, transparency, and a shared commitment to your financial success.

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By engaging professional wealth management services offered by Buttonwood Financial Group, you can tap into the expertise of seasoned financial advisors who understand the intricacies of wealth management. Our team can guide you through the complexities of investment decisions, financial planning, and risk management, providing you with peace of mind and the confidence to make informed choices.

Why Wealth Management Matters

Effective wealth management is a crucial component of securing your financial future and achieving your long-term goals. While it may seem like a challenge, having a comprehensive wealth management strategy is essential for several reasons:


  • Goal Achievement: Wealth management allows you to define and work towards your financial objectives. Whether you aim to retire comfortably, pay for your children's education, or leave a legacy for future generations, a well-executed wealth management plan can help you turn those goals into realities.

  • Financial Security: Life is filled with unexpected events, such as job changes, market fluctuations, or health emergencies. A solid wealth management strategy acts as a safety net, ensuring that you have sufficient funds to weather any storm and maintain financial stability during challenging times.


  • Investment Optimization: Wealth management involves strategic investment planning to maximize your returns while managing risk. By employing proven investment strategies, diversifying your portfolio, and regularly monitoring and adjusting your investments, we target both long-term growth and mitigation of potential losses.


  • Tax Efficiency: One often overlooked aspect of wealth management is tax planning. Skilled wealth managers understand how to structure your finances to minimize tax liabilities, optimize deductions, and take advantage of tax-efficient investment vehicles. This can result in significant savings over time.


  • Retirement Planning: A critical aspect of wealth management is planning for the cash flows needed in retirement. With increasing life expectancies and evolving economic landscapes, it's crucial to have a well-designed retirement plan that ensures your financial independence and allows you to enjoy your golden years comfortably.
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What to Look for in a Wealth Management Firm

Choosing the right wealth management firm can be a tough decision and one not to be taken lightly. There are a number of key things to look for when evaluating firms to trust with your financial planning.

what makes a good wealth management firm

  • Experience and Expertise

    Look for a firm with a solid track record and extensive experience in the wealth management industry. Consider the qualifications, certifications, and expertise of their advisors. Buttonwood Financial Group boasts a Team of seasoned professionals who bring years of experience and a deep understanding of the ever-changing financial landscape.

  • Range of Services

    Assess the breadth and depth of services offered by the wealth management firm. Ensure the firm you are reviewing provides comprehensive solutions that align with your specific needs. Services at Buttonwood include investment management, financial planning, retirement planning, tax optimization, estate planning, and more. Buttonwood Financial Group offers a wide array of comprehensive services to address all aspects of your financial well-being

  • Personalized Approach

    Seek a wealth management firm that takes a personalized approach to your financial goals. Avoid one-size-fits-all solutions. Buttonwood Financial Group is not a mass market and understands that each client's circumstances and aspirations are unique. We take the time to understand you, your objectives, risk tolerance, and time horizon to develop a tailored wealth management strategy that reflects your unique multigenerational needs and aspirations.

  • Transparency and Trust

    Trust is the foundation of any successful relationship with a wealth management firm. Look for transparency in their operations, fee structures, and client communication. Buttonwood Financial Group prides itself on maintaining an open and transparent relationship with our clients. This ensures you have a clear understanding of how your investments and financial life are coordinated and how our costs are structured.

  • Client-Centric Approach

    A reputable wealth management firm prioritizes the best interests of its clients. They actively listen to your concerns, regularly communicate with you, and provide ongoing support and guidance. Buttonwood Financial Group places your interests first, ensuring that your financial well-being is at the forefront of every decision made.

How Buttonwood Financial Group Can Help You

Tailored Solutions For Your Financial Goals

At Buttonwood Financial Group, we understand that navigating the complexities of wealth management can be challenging. That's why we offer a comprehensive range of services and a client-centric approach to help you overcome these challenges and achieve your financial aspirations.


Generally, investment managers focus on what they manage – investments. Tax-centric firms focus on taxes. Insurance firms tend to turn to insurance products to address challenges, and legal firms dive deep into estate and law. While often very talented, many of these providers are not synchronized with developing unique multigenerational wealth strategies, nor are they in sync with each other.


While essential, we often see holes in strategy and opportunities left on the table from these narrower perspectives. Our inclusive role as Family CFO allows us to coordinate investments and interact with other professionals to develop, coordinate and implement a comprehensive multigenerational wealth strategy.


With Buttonwood Financial Group as your trusted partner, you can navigate the complexities of wealth management with confidence. We are committed to your financial success and strive to deliver exceptional service, tailored solutions, and personalized guidance every step of the way.

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Investment Management

Tax Sensitive Approach

Cash Flow Coordination

Cash Reserves

Assets & Liabilities

Consolidated Reporting

Common Questions About Wealth Management

common questions about wealth management

  • What is wealth management?

    Wealth management is a comprehensive approach to managing your financial affairs. It involves strategic planning, investment management, retirement planning, insurance and tax optimization, and estate planning, all aimed at helping you achieve your financial objectives and secure your financial future.

  • How can wealth management services benefit me?

    Wealth management services provide you with professional guidance, personalized strategies, and ongoing support to help you make informed financial decisions. By working with a wealth management firm like Buttonwood Financial Group, you can optimize your investments, minimize tax liabilities, plan for retirement, and protect your assets, ultimately working towards your financial aspirations.

  • What is the cost of wealth management services?

    The cost of wealth management services varies depending on factors such as the complexity of your financial situation and the scope of services provided. At Buttonwood Financial Group, we believe in transparency. Our cost combines two components: Our Family CFO Services and our Asset Management. As we learn about your specific situation we will provide a summary of our costs upfront, ensuring that you have a clear understanding of the costs involved.

  • How often will I meet with my wealth management advisor?

    The frequency of meetings with your wealth management advisor will depend on your needs and preferences. Initially, we may meet more frequently as we establish a tailored strategy for your financial foundation. Once your foundation is in place, proactively scheduled meetings generally occur on a quarterly or semiannual basis to review progress, make adjustments, and address new financial considerations.

Transforming Financial Futures

Inspiring Stories Of Buttonwood's Impact

Finances Can Be Complicated

It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes.


The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.

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Ready to Talk?

Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

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