What We Do
At COBLE MCCUNE Wealth Management we are a smaller financial services firm focused on individual relationships with our clients. Our clients stay with us over the long term because we take an individualized approach to financial planning.
We believe that we are the most honest and dedicated financial advisors in Kansas City. Our principal focus is client service and providing straightforward, unbiased financial advice.
While some advisors are biased towards particular investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals.
We take a very pro-active approach in meeting your needs.
Our complete planning process includes not only investments but also retirement, estate planning, and anything else that is related to your financial picture.
Additionally we have a resource network of trusted advisors such as CPAs to Estate Attorneys to help you with all of your financial needs. We even arrange for you to meet with these advisors at our offices for your convenience as is needed based on your portfolio.
Building relationships and focusing on providing the resources that you need to feel secure in your financial plan is our focus. With experienced client portfolio managers working on a full time basis, your account is in the hands of professional experienced advisors with years of experience. This reduces risk and gives flexibility to make changes when necessary to help maintain a position to pursue your goals.
Whether you are interested in investment advice, planning for retirement, life insurance, estate planning, or if you have a 401k to roll over, we at COBLE MCCUNE Wealth Management stand ready to help you. The financial world can be intimidating; don’t face it alone.
Please email or call us at (913) 491-1010. Our goal is to help you.