We are excited to celebrate 5 years of Canvas Wealth Advisors this month! What a journey these last 5 years have been. We are grateful for each client we've been able to serve and build relationships with. Thank you to our clients, partners, and employees for the support, dedication, and hard work they provide. As our firm grows and our clientele expands, our mission remains the same: to build a customized wealth plan that allows you to live your extraordinary life. We look forward to another great year of serving our clients, building relationships, and experiencing growth! Payton Yokley Scott Wesley Drew Waldron, CFP? Luke Ross, CFP? Joshua Zach, CFP? Bethany Boschert Joe Morrow, CPA, CFP? Reed Roney Nikita Waldron #companyanniversary #employeeappreciation #clientappreciation #wealthadvisor #investmentmanagement
Canvas Wealth Advisors
金融服务
Shawnee，Kansas 377 位关注者
Because there is a better way to wealth management.
关于我们
Canvas Wealth Advisors offers financial planning and investment management to individuals, their families, and their businesses nationwide. We believe in thinking differently and challenging the status quo, so we refuse to offer a cookie-cutter approach to your wealth. Our Kansas City firm is backed by the research and investment teams at Goldman Sachs. We help you think differently about your wealth by listening first, thinking second, and bringing you investment opportunities to reach your goals. Our wealth solutions include: Wealth Planning Family Office Services Investment Management Business Planning Risk Management Retirement Planning We focus on financial planning for your whole life, from your first job to your last and beyond. We create a financial plan that puts you at the center, taking you from today to tomorrow, pausing now and again to enjoy life's great moments. Our entire firm is predicated on making you better, because there is a better way to wealth.
- 网站
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https://www.canvaswealthadvisors.com
Canvas Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Shawnee，Kansas
- 类型
- 自有
- 创立
- 2019
地点
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主要
获取路线
6136 Nieman Rd
US，Kansas，Shawnee，66203
Canvas Wealth Advisors员工
动态
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We love getting to build relationships with our clients both in the office and outdoors!
Building relationships. How does your wealth advisor do it? Great time building relationships with these guys in Camelback, AZ. Drew Waldron, CFP?
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How do you define income security? Currently, many Americans are overspending their means by utilizing credit cards and reducing savings to live for the moment. A better approach to this problem would be to figure out a way to create efficient savings while still living the lifestyle you want but not creating a mountain of debt along the way. #wealthadvisor #wealthplanning #investmentmanagement #retirementsavings
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Canvas Wealth Advisors was featured in InvestmentNews 2023 fastest-growing fee-only RIAs! We are honored to receive this award and deeply grateful to our clients, partners, and employees for the support, dedication, and hard work they provide. As our firm grows and our clientele expands, our mission remains the same: to build a customized wealth plan that allows you to live your extraordinary life. We look forward to another great year of serving our clients, building relationships, and experiencing growth! #feeonly #ria #wealthmanagement #financialplanning #clientrelationships Scott Wesley Drew Waldron, CFP?
Fastest-Growing Fee-Only RIAs - InvestmentNews
https://www.investmentnews.com