The view is different for individuals with high-net or ultra-high-net worth levels of wealth. The larger your wealth, the more complex wealth management becomes. Whether you’re looking for an investment practice in Kansas City or Napa Valley, you want an organization where you know your wealth is in good hands. 

A financial advisor is a crucial relationship, they’re someone who can work with you to create a customized wealth management plan. At FCS Private Wealth Management we’re not just an investment practice in Kansas City, we’re your partners in growing and sustaining your wealth.

Benefits of having a financial advisor, not just an investment practice

An investment practice can help you invest your wealth and keep track of it. With a financial advisor, you’re getting much more than a place to stash your money. A strong relationship with a competent financial advisor can make a world of difference in how you manage your wealth.

Enjoy your wealth

There’s no point in having any wealth if you don’t have time to enjoy it. Being able to trust that your wealth is doing its job means that you’re able to get back to what matters most in life. Whether that is more time for your kids, travel, work, or any other number of dreams, a financial advisor can help ensure you spend less time managing your portfolio and more time enjoying it.

Discover your wealth’s purpose

If you’ve received a large amount of wealth in the form of inheritance or a windfall from a successful business choice, you might be overwhelmed trying to decide what it is you want your wealth to do. A financial advisor can help you invest your money strategically and discover what your wealth can do for you. 

A customized strategy

Your life isn’t cookie-cutter, so why would you want your investment portfolio to be a carbon copy of any other option on the market? Comprehensive wealth management solutions like liability-driven investing can help you create, grow, and sustain your wealth. The benefit of hiring a financial advisor means that your investment plan reflects your unique goals and purposes.

What makes FCS a unique investment advisor

Boutique experience

We exclusively serve high- and ultra-high-net-worth clients, meaning that you are getting the care and attention that you need from a financial advisor at that level. Even as our team provides the hands-on intimacy of a boutique, we have the same access to resources as the largest and most sophisticated wealth management firms in the world. 

Goal-driven wealth management

Portfolio construction should focus on meeting your goals, not arbitrary risk and return metrics. We provide comprehensive, customized portfolio management that’s entirely based on your unique needs, concerns, and objectives. 

Get started with respected investment and asset management services with FCS Private Wealth Management.

Our practice has been recognized in 2023 by Forbes as a Top Wealth Management Team for Private Wealth.

Reach out, let’s start the conversation.

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*The Forbes Top Wealth Management Teams 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.  Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.