Wealth Management in Leawood, KS

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List of Firms

Leawood, KS Wealth Management Firms

Merrill Lynch Wealth Management
5 out of 5
Location 3401 College Blvd, Leawood, KS 66211, USA
Phone (913) 906-5200
Financial Advisory Service, Inc
5 out of 5
Location 4747 W 135th St #100, Leawood, KS 66224, USA
Phone (913) 239-2300
Wealth Management Advisors
SEC File# 801-62577
CRD# 122212
Location 4000 W 114th St, Leawood, KS 66211, USA
Phone (913) 661-1650
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Leawood, KS Branch Office - UBS Financial Services Inc.
Location 11150 Overbrook Rd Suite 300, Leawood, KS 66211, USA
Phone (913) 345-3200
Arvest Asset Management
Location 10685 Mission Rd, Leawood, KS 66206, USA
Wealth Management in Leawood, KS

Where Wealth Management Advisors in Leawood, KS Serve

Leawood, KS is an affluent suburb located in Johnson County, Kansas. It is home to several renowned landmarks such as the Town Center Plaza, a premier outdoor shopping destination, and the Ironwoods Park, a 115-acre park that offers a variety of recreational activities for visitors. The city is also known for its thriving business community, with top employers including AMC Entertainment, Cerner Corporation, and the University of Kansas Hospital. Major highways and streets that run through Leawood include Interstate 435, State Line Road, and Nall Avenue, providing easy access to neighboring cities such as Overland Park and Kansas City. Leawood is divided into several neighborhoods, each with its own unique charm and character. The Hallbrook, Mission Farms, and Tuscany Reserve neighborhoods are some of the most sought-after areas in the city, offering luxurious homes and upscale amenities.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Leawood, KS can benefit from a bank in numerous ways. For starters, banks can assist with managing finances, providing loans, and offering investment advice. Specifically, in Leawood, KS, where the median household income is $143,000, banks can help high-income earners manage their wealth through specialized services like private banking and wealth management. Additionally, with Leawood's close proximity to Kansas City, residents may require international banking services for business or personal travel. Banks can also provide resources for small business owners in Leawood, as the city has a thriving entrepreneurial community. Overall, banks in Leawood can offer tailored financial solutions to meet the unique needs of its residents.

Insurance Broker

Residents of Leawood, KS could greatly benefit from the services of an insurance broker. With its affluent population and high standard of living, Leawood residents have unique insurance needs that require a knowledgeable and experienced broker to navigate. From finding the best coverage for luxury homes and expensive vehicles to ensuring adequate protection for high-value assets and investments, an insurance broker can help Leawood residents secure the coverage they need to protect their wealth and maintain their lifestyle. Additionally, with the area's susceptibility to severe weather, including tornadoes and hailstorms, an insurance broker can help residents understand their coverage options and ensure they have adequate protection in the event of a natural disaster. With the help of an insurance broker, Leawood residents can have peace of mind knowing that they are fully protected in the face of any unforeseen event.

Retirement Planning

Residents of Leawood, KS could benefit greatly from the services of a retirement planner. With a population of over 34,000, Leawood is a growing community that is home to many retirees and soon-to-be retirees. A retirement planner can assist these individuals in navigating the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, Leawood is known for its high cost of living, which can make it challenging for retirees to maintain their standard of living without proper planning. A retirement planner can help residents of Leawood develop a personalized retirement plan that takes into account their unique financial situation and goals, helping them to achieve long-term financial security and peace of mind.

Financial Advisor

Residents of Leawood, KS can benefit greatly from the services of a financial advisor. With a median household income of $143,000, Leawood is one of the wealthiest cities in Kansas, but that doesn't mean its residents don't need guidance when it comes to managing their finances. A financial advisor can help them navigate the complexities of investing, retirement planning, and taxes. In particular, Leawood residents may need help with estate planning, as many of them have significant assets that they want to pass on to their heirs. Additionally, a financial advisor can help Leawood residents make informed decisions about charitable giving, as the city has a strong philanthropic tradition. With the right guidance, residents of Leawood can ensure that their wealth is working for them and their community in the most effective way possible.

Mortgage Loan Officer

Residents of Leawood, KS would greatly benefit from the expertise of a mortgage loan officer. These professionals can provide assistance with a variety of tasks, including finding the best loan rates, navigating the application process, and securing financing for a new home or investment property. In particular, Leawood residents may benefit from the loan officer's knowledge of the local real estate market. With its prime location in Johnson County and close proximity to Kansas City, Leawood is a highly desirable area for homebuyers and investors alike. A skilled loan officer can help residents navigate the unique challenges and opportunities of this market, ensuring that they get the best possible deal on their mortgage. Whether you're a first-time homebuyer or an experienced investor, a mortgage loan officer can provide the guidance and support you need to achieve your financial goals in Leawood, KS.

Tax Services

Residents of Leawood, KS could benefit from the expertise of a tax advisor in a variety of ways. One specific example is navigating the complexities of the state's tax code. Kansas has a unique tax structure that includes a combination of income, sales, and property taxes. This can be confusing for residents who are not familiar with the intricacies of the system. A tax advisor can help individuals understand their tax obligations and identify potential deductions or credits that can reduce their tax liability. Additionally, Leawood is home to many high-income earners who may have more complex tax situations, such as investments or business ownership. A tax advisor can provide guidance on how to optimize these financial activities to minimize taxes and maximize returns. Overall, a tax advisor can help residents of Leawood, KS navigate the complex world of taxes and ensure they are meeting their obligations while maximizing their financial outcomes.

Estate Planning Lawyer

Residents of Leawood, KS can benefit greatly from the services of an estate planning lawyer. One of the most common ways in which they can be helped is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in Leawood, which is known for its high median household income and affluent population. With a well-crafted estate plan, residents can ensure that their assets are distributed according to their wishes and that their loved ones are provided for after their passing. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can save families time and money in the long run. In a community like Leawood, where many residents have significant assets and complex family situations, the expertise of an estate planning lawyer can be invaluable.


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