Capital Investment Management

At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.

Stewardship Capital, located in Independence, Missouri since 1997, is a Registered Investment Advisor Firm dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Their team, recognized for their faith-based approach and commitment to fiduciary principles, offers services such as retirement planning, investment strategies, and insurance products. With a mission to simplify and clarify their clients' financial lives, Stewardship Capital focuses on building lasting relationships and providing trustworthy counsel to instill confidence in the future. Their uncommon investment philosophy, grounded in integrity, loyalty, and authenticity, aims to help individuals make wise financial choices for strong families and economic growth in the community.Generated from the website