At KHC Wealth Management, we exist to help clients in Making Life Count!® , balancing living well today while planning to achieve their future goals and dreams.  We work with corporate executives, attorneys and their families to:     

  • Clarify goals   
  • Create plans
  • Take action 

As an executive or attorney, you likely have a complex, busy life and a complicated compensation package; with little time to get everything done.  KHC specializes in helping you manage:

  • Concentrated stock positions
  • Equity and bonus based compensation
  • Benefit packages
  • Tax planning
  • Partnership distributions
  • Career advancement and transitions

KHC Wealth Management is a fee-only financial planning firm that offers comprehensive financial planning, investment management, executive and career coaching services.  We have a fiduciary responsibility to always act in our clients’ best interests.

Contact us today at 913-345-1881 to discuss your financial dreams.

News

  • Sept. 18, 2017 - KHC Wealth Management Principal Lucas Bucl, CFP®, published in The Kansas City Star - "Why the dow is a lousy index for today's stock market."  
     
  • Sept. 15, 2017 - KHC Financial Planner Pat Amey discusses how the recent Equifax data breach uniquely affects millennials (CNN Money).
     
  • August 23, 2017 - Financial Planner Pat Amey offers communication tips for those who are stuck in the sandwich generation (CNBC.com).

 

KHC’s Joni Lindquist in the Kansas City Business Journal’s Table of Experts: Women in Financial Planning

 
 
 
 
 

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