Baker Tilly Virchow Krause LLP

Peter Newman CPA is a reputable accounting firm based in Overland Park, KS, specializing in providing a range of financial services to individuals and businesses. The firm offers personalized tax preparation, bookkeeping, and consulting services to help clients navigate complex financial matters with expertise and professionalism. Generated from their business information

Our purpose is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being. We are focused on helping our clients build, preserve and maximize their wealth. We accomplish this by combining comprehensive financial planning, disciplined investment strategies and completely objective advice. And because we serve a select group of high-net-worth individuals and business owners, we are able to offer highly personalized service with attention to every detail. The results consistent, well-planned strategy designed to meet the unique needs of each client.

Waddell & Reed, founded in 1937, is one of the oldest mutual fund complexes in the United States. It introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company distributes investment products through the Waddell & Reed Advisors channel and wholesale channels. Through its subsidiaries, Waddell & Reed Financial provides investment management and financial planning. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Its Ivy Investment Management Company serves as investment advisor to Ivy Funds and the Ivy Funds portfolios. Waddell & Reed serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Ivy Funds Distributor serves as principal underwriter and distributor to Ivy Funds and the Ivy Funds portfolios.