Kansas City Private Wealth Management, LLC

Kansas City Private Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, corporations, charitable organizations and pension/profit‑sharing plans. The firm provides discretionary and non‑discretionary investment management, retirement plan consulting, financial planning (both bundled with management and offered standalone), and non‑management advisory services.

The firm’s stated investment approach is “Know what you own, and why you own it,” favoring a generally top‑down, back‑to‑basics philosophy that emphasizes diversification and efforts to minimize fees and taxes. Portfolios may include individual equities and bonds, ETFs, mutual funds, closed‑end funds and, used defensively at times, options and other derivatives, with ongoing monitoring and periodic rebalancing to align with client objectives.

Compared with many single‑advisor independent firms, KCPWM is notable for working with corporate plan sponsors and charitable organizations and for providing defined‑contribution retirement‑plan consulting services, including investment policy statements, participant education, benchmarking and service‑provider liaison. The firm manages roughly $104 million in client assets, routinely includes financial planning in management engagements, its principal holds the CFA charter, and it discloses receipt of certain non‑monetary benefits from a recommended custodian, a potential conflict described in the brochure.