Allow us to introduce ourselves: FCS Private Wealth Management. A fresh name backed by decades of experience. We have members of our private wealth team that have been working as CERTIFIED FINANCIAL PLANNER™ practitioners in the Kansas City area for years. At our Leawood office we serve clients from Mission Hills, Lake Quivira, and beyond!

You may be familiar with the phrase “It’s not personal, it’s business.” At FCS, we know that money and business can be very personal.  After all, you’ve spent a large percentage of your life earning your wealth or building your business. It’s not something you want to just write off, but it is something you’d like to worry less about. 

When we founded FCS in 2020, we did so with a clear mission of helping our clients achieve success through comprehensive, customized investment planning. Our enterprise is built on 3 pillars: trust, discretion, and competence. 

When you work with FCS in Kansas City, you’re not just getting the benefits of having a CERTIFIED FINANCIAL PLANNER™ professional. You’re also reaping the benefits of having a competent, well-oiled team on your side.

Benefits of having a CERTIFIED FINANCIAL PLANNER™ professional near Kansas City

We’re not just an asset management company and our clients are not just a portfolio. Because we’re a team of practicing CERTIFIED FINANCIAL PLANNER™ professionals with a focus on a low number of clients, our Leawood-based private wealth management office offers more than just number crunching.

Competence you can trust.

FCS Private Wealth Management is home to both Tom Freeman and Ted Chartier, who were both named Best-in-State Wealth Advisors as determined by Forbes. Tom was named in 2022, and Ted was named in 2020. The members of our private wealth management division with a CERTIFIED FINANCIAL PLANNER™ designation have gone through the rigorous coursework and examinations to achieve their professional certification from the CFP board.

*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

We’re able to use sophisticated strategies designed to maximize your wealth. FCS is a boutique broker with access to the same resources as larger firms.

It’s not just about portfolio performance.

While we do use Nobel-Prize-winning portfolio strategies, we also know that a prudent CERTIFIED FINANCIAL PLANNER™ professional gets to know their clients on a personal level. Not every client has the same goals, so a cookie cutter portfolio won’t likely provide the same value as a customized investment plan. 

Simplify your life.

Ultimately, the point of having a financial advisor is to make sure that your wealth is working for you. You shouldn’t need to stress about whether your financial team is making decisions in your best interest. It takes time to establish routines, that’s why we invest so much time into getting to know our clients as we develop their plan. We make it a point to be able to anticipate our clients’ needs.

Reach out to our certified advisors today!

If you’re looking for a CERTIFIED FINANCIAL PLANNER™ practitioner near Kansas City, look no further. FCS Private Wealth Management is ready to welcome you and walk with you every step of your financial journey.

We believe that a comprehensive investment plan based on a deep understanding of your needs and goals is the key to successful wealth management. With careful analysis and tailored guidance, we can help you navigate life’s important transitions and financial decisions.

Contact us