Wealth Management Services in Kansas City, MO

Financial Clarity for High-Earning Individuals and Growth-Minded Business Owners

When your income grows, so do the decisions. Taxes, investments, retirement, estate planning—it all gets more complex. Straight Talk CPAs offers wealth management services in Kansas City, MO to help business owners, executives, and high-net-worth individuals manage, grow, and protect what they’ve built.



From coordinating with investment advisors to implementing tax-efficient strategies, our team brings the experience and clarity needed to make smart financial choices now—and long into the future.

Wealth management isn’t just about building assets—it’s about aligning your money with your priorities. That requires more than a portfolio tracker. It takes thoughtful planning, proactive tax coordination, and a comprehensive strategy.



Straight Talk CPAs helped a Kansas City real estate executive earning $586,000 annually restructure their compensation package and implement a deferred income plan. The result? A $47,330 reduction in taxable income for the year and an optimized retirement savings trajectory.

Strategic Planning for Every Dollar You Earn

Integrated Tax and Wealth Strategy

Unlike traditional financial planners, our wealth management approach is deeply rooted in tax strategy and long-term financial clarity. Every recommendation considers the full financial picture:

  • Multi-year tax planning for business owners and executives
  • Coordination with estate attorneys and investment advisors
  • Trust and legacy planning support
  • Retirement withdrawal strategy for optimized timing and tax treatment
  • Guidance on equity compensation and liquidity events


A consulting firm partner with equity in three LLCs worked with us to build a wealth plan that minimized double taxation, optimized charitable contributions, and preserved $84,920 through coordinated pass-through planning.

Case Study: High-Income Household With Complex Needs

One Kansas City couple—an executive and a physician—came to Straight Talk CPAs with a combined income of $923,000, multiple retirement accounts, and no coordinated plan. They had advisors, but no unified strategy.



In six months, here’s what changed:

  • Consolidated six investment and retirement accounts under a unified strategy
  • Created a tax-efficient charitable giving plan using a donor-advised fund
  • Identified $35,750 in missed retirement contribution opportunities
  • Established a 15-year legacy plan that aligned with their philanthropic goals


“We thought we had things under control. Straight Talk CPAs showed us what coordinated wealth planning really looks like.”

Explore Our Other Services in Kansas City, MO

List of Services

Who Our Kansas City Wealth Management Services Support

We work with individuals and families who:

  • Earn $350,000+ annually and want to reduce tax burden
  • Are preparing to exit a business or sell real estate
  • Need help planning for large liquidity events
  • Want a second opinion on their long-term financial plan
  • Care about aligning wealth with values, legacy, and family goals

Whether you’re focused on optimizing your current situation or planning for the next generation, our approach puts your long-term goals first.

FAQs

  • Is this an investment advisory service?

    No. Straight Talk CPAs provides tax-centered wealth management support and coordinates with your financial advisor or portfolio manager.

  • Can you help with estate planning?

    Yes, we coordinate with your estate attorney and help structure financial strategies around your estate plan.

  • Do I need to be a business owner?

     Not at all. We also work with high-earning individuals, executives, physicians, and dual-income households with complex finances.

  • How is this different from tax planning?

    Tax planning looks at one piece of the picture. Wealth management takes a holistic approach—integrating taxes, retirement, compensation, charitable giving, and long-term financial goals.

  • Are your services virtual?

    Yes. Our Kansas City wealth management services are fully remote, secure, and designed to fit your lifestyle.