JEFF GAETH

As a firm, our focus is to understand your goals and develop a plan to manage them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan... We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client's trusted advisor.

Primary location: Kansas City United States