Oread Wealth Partners is a financial planner located in Leawood, Kansas, specializing in comprehensive wealth management and financial advisory services. Situated at 5251 W 116th Pl, Suite 200, the firm serves clients throughout the 66211 area with a focus on personalized financial planning tailored to individual goals and circumstances. With a commitment to clarity and thoughtful guidance, Oread Wealth Partners helps clients navigate complex financial decisions and develop strategies for long-term financial security.
The team at Oread Wealth Partners works closely with clients to assess their current financial situation, identify objectives, and create customized plans that encompass investment management, retirement planning, tax considerations, and risk management. By providing clear explanations and practical recommendations, the firm supports clients in making informed decisions that align with their financial priorities. This approach aims to foster a deeper understanding of personal finances while promoting confidence in the strategies put forth.
In addition to financial planning, Oread Wealth Partners offers ongoing portfolio monitoring and adjustments to respond to changing market conditions and life events. The firm emphasizes transparency and responsiveness, ensuring that clients receive timely updates and have access to knowledgeable advisors who prioritize their interests. Whether managing wealth accumulation or preparing for retirement, the services provided are designed to accommodate a variety of financial needs and aspirations.
Oread Wealth Partners can be reached at 913-229-6512 for consultations or inquiries, offering a straightforward and approachable entry point for individuals seeking professional financial guidance in the Leawood area. The firm’s presence in Kansas reflects a commitment to supporting the financial well-being of the local community through expert advice and attentive service.
