Wealth Management Advisors in Lenexa, Kansas

Wealth management is the process of cohesively building and preserving your financial well-being. Our wealth management Teams at Buttonwood Financial Group want to understand your objectives and the challenges you are facing. We not only develop strategy designed to bring your ideas into reality, but implement that strategy as your Family CFO – with guidance and support along the way.

Not all wealth management firms are created equal. As a wealth management firm implementing distinctive strategy for your tax, cash flow and retirement needs, our services provide an impact. We assist with a wide range of financial planning and investment services, focused around you.

With our objective being to simplify the complexities that come with wealth, we meet each of our clients where it is easiest for them; on the web, in homes and businesses in Olathe and across the country. With our physical office located in Kansas City, we make sure we are readily accessible. 

Estate Planning in Lenexa, Kansas

Buttonwood Financial Group proactively implements estate planning strategies to keep you and your heirs protected as part of our multi-generational approach. Our Teams consist of experienced advisors, ready to assist in the establishment and planning of your estate. We work in conjunction with your family attorney or our Trusted Network of estate planning attorneys.

If you would like to keep your estate simple, you can use a will and beneficiary titling to transfer ownership of your assets to your heirs. However, as wealth builds it is likely you will want a more robust plan. The more complex your estate, the more benefit you will receive from using more than one method to transfer ownership of your assets.

Buttonwood Financial group has the experience and professional team to address your estate twists & turns. Whether you're near the beautiful Sar-Ko-Par Trails Park or the new Lenexa Rec Center, we have all of Lenexa covered for their financial needs.