Sterneck Capital Management

Who We Are

Sterneck Capital Management is a fee-only, fiduciary investment advisor based in Kansas City, Missouri. Founded in 1989, we have over 120 years of combined industry experience providing tailored wealth management services to high-income individuals and families.

Our mission is to empower clients to achieve financial peace of mind by offering personalized investment management and financial planning solutions based on their unique needs and goals. We prioritize open communication, transparency, and personalized service to cultivate lasting client relationships.

What We Do

We offer a comprehensive range of services to meet your diverse financial needs, including:

Wealth Management

• Comprehensive portfolio analysis and optimization
• Goal-driven investment planning
• Risk management strategies
• Regular performance reviews and reporting

Financial Planning

• Comprehensive financial analysis
• Goal setting and planning
• Estate planning and philanthropy
• Retirement planning and analysis
• Business succession planning

Our Approach

We take a collaborative and personalized approach to wealth management. We take the time to understand your unique goals, concerns, and risk tolerance. We then develop a customized plan that aligns with your financial situation and aspirations. We believe in open communication and ongoing collaboration to ensure your plan remains relevant and effective over time.

Who We Help

We are committed to serving:

• Early Career Professionals: Building a strong financial foundation for future success.
• Families: Protecting and growing wealth to secure a comfortable future.
• Individuals About to Retire: Planning for a smooth and secure transition into retirement.
• Retired Individuals: Preserving and managing wealth for future generations.

Our Values

Our core values guide our actions and decisions:

• Integrity: We act with honesty and transparency in all our dealings.
• Fiduciary Responsibility: We put your interests first and act in your best interest.
• Client-Focused: We prioritize open communication and personalized service.
• Results-Driven: We deliver measurable outcomes aligned with your financial goals.

Get Started

We are dedicated to helping you achieve financial clarity and security. Contact us today to schedule a complimentary consultation and explore how Sterneck Capital Management can help you reach your financial goals.