Financial Advisors | U.S. Bancorp Investments

The Lipari Team, based in Kansas City, MO, is a dedicated group of financial advisors at UBS Financial Services Inc. They offer targeted advice and insights to help businesses optimize their value, whether it's through growth, transition, or post-exit liquidity management. With access to the global resources of UBS, they provide financial stewardship and customized strategies to help clients achieve their goals. Led by Senior Vice President James Lipari, a seasoned financial advisor with over three decades of experience, the team focuses on developing long-term relationships and delivering quality client service. They specialize in business succession planning, wealth transfer strategies, and creating a clear path for clients to achieve their financial objectives. With a commitment to excellence, The Lipari Team aims to be the primary source of financial advice for their clients.Generated from the website

White Sand Wealth Management is a fee-only financial planning and wealth management group. Let our team of professionals join you in your dream of creating a secure and prosperous future. Your path to financial clarity and freedom is unique. That’s why we offer these six services — and more, depending on your needs and goals. Investing, Financial Planning, Trusts & Estates, Retirement Planning, Charitable Strategies, Tax Planning. Call today to start your road to financial security.

Falcon Wealth Advisors LLC, based in Mission, KS, is a team of financial experts dedicated to simplifying and empowering clients in achieving their financial goals. As fiduciaries, they manage over $700 million for clients across 35 states, offering services in financial planning and investment management. Their approach focuses on enhancing financial literacy and providing personalized guidance to clients, ensuring a clear understanding of their financial plans and strategies. With a commitment to transparency and client empowerment, Falcon Wealth Advisors LLC aims to help individuals achieve their unique versions of financial success. Generated from the website