Wealth Management Group-KS Cty

About us

The Wealth Management Group of Kansas City has been guiding individuals and families towards financial success since 1982. Founded on the principles of personalized guidance and lasting relationships, we have earned the trust of over 225 client households and managed over $100 million in assets.

What sets us apart?

We believe financial planning is not just about numbers, but about understanding your aspirations and goals. We take the time to get to know you, your unique situation, and your individual dreams. This allows us to create a customized plan that aligns with your life goals and financial objectives.

Our Team

Our experienced team of professionals brings diverse expertise and a genuine passion for helping clients achieve financial peace of mind. Led by Gary Nagel, who has guided clients towards financial success for over 40 years, our team believes in building lasting relationships based on trust, communication, and personalized guidance.

Our Comprehensive Services

We offer a comprehensive suite of services designed to address every aspect of your financial life and achieve your aspirations.

Our Services Include

• Wealth Enhancement: Minimize income taxes and maximize returns through strategic investments, estate planning, and asset allocation.
• Wealth Transfer: Ensure a seamless transfer of wealth to your loved ones through estate planning and generations planning strategies.
• Family Life Planning: Integrate your financial goals with your personal life planning, including retirement planning, estate planning, and risk management.
• Wealth Protection: Secure your financial future against potential losses through comprehensive risk management solutions.
• Social Security Optimization: Understand the complexities of Social Security and maximize your benefits.

Our Commitment

We are committed to:

• Providing personalized and attentive service.
• Maintaining open and clear communication.
• Developing customized plans that align with your unique goals.
• Regularly reviewing and adjusting your plan to ensure it remains relevant and effective.
• Delivering exceptional customer service and exceeding your expectations.

Get Started Today

If you're ready to take control of your financial future and achieve your financial dreams, contact us today to schedule a complimentary consultation. We look forward to partnering with you on your journey to financial success!