We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Holly Gray, CFP®
Sr. Wealth Advisor
Leawood
Leawood
Ethan Wallace, CPWA® CFP®
Wealth Advisor
Leawood
Leawood
Nick McDowell, CFP®
Wealth Advisor
Leawood
Leawood
Ready to get in touch? My team and I are here to help.
Kaz Woodward, CFP®, CPWA®
Regional Vice President
Leawood
Leawood
Leawood
5251 West 116th Place
Suite 200, Office – 225
Leawood, KS 66211
Leawood Offices Fast Facts & Specialties
Meet Our Talented Advisors
Our team is deeply embedded in the Leawood community and specializes in areas relevant to local residents.