Wealth Management Services in Wichita, KS
Plan Smarter. Grow Stronger. Sleep Better.
Wichita’s economy may be rooted in industry, but its success stories are driven by individuals—owners, executives, and families making key financial choices. Whether you’re navigating a business exit, managing fluctuating income, or thinking about generational wealth, having the right financial partner changes everything.
Straight Talk CPAs offers wealth management services that blend tax strategy, long-term planning, and real-world advice—without the Wall Street fluff. From Eastborough to College Hill, Wichita professionals rely on our virtual services for a clearer path to financial security.
What Wealth Management Looks Like (When It’s Actually Helpful)
This isn’t a one-size-fits-all portfolio pitch. We take time to understand:
- What wealth means to you: Freedom? Stability? Legacy?
- How your business or career affects your financial timeline
- Where taxes, cash flow, and investments overlap
- What’s keeping you up at night financially
Then we build a plan that covers:
- Tax-efficient investing and distribution strategies
- Retirement income planning
- Business exit or succession strategies
- Asset protection and liability management
- Estate planning and multi-generational wealth strategies
No jargon. No commissions. Just straightforward guidance.
Marissa is a healthcare consultant with a six-figure income, variable bonuses, and two kids under 10. Her CPA was reactive. Her advisor focused only on the market. And she had no real plan tying everything together.
Here’s how Straight Talk CPAs helped:
- Reworked her retirement plan to reduce taxable income now
- Set up a donor-advised fund to support causes she loves and gain a deduction
- Created a forecast to time her Roth conversions around low-income years
- Flagged inefficient investments inside her taxable accounts
- Partnered with her estate attorney to align her trust with her new plan
Today: Marissa has more control, more peace of mind, and a clearer understanding of how her financial life actually works.
Case Study: From High Income to High Clarity in Wichita
Explore Our All Services in Wichita, KS
List of Services
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Accounting ServicesWichita Accounting Services
Virtual accounting services for Wichita-based businesses—accurate books, strategic support, and no financial fog. Stay compliant, grow smarter.
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CPA ServicesWichita CPA Services
CPA services for Wichita businesses—from tax prep to CFO insights. Clear advice, clean numbers, and zero surprises. Virtual and locally focused.
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Business Tax Planning ServicesWichita Business Tax Planning Services
Straight Talk CPAs offers proactive tax planning in Wichita, KS—helping small business owners save money, avoid surprises, and make smarter decisions all year long.
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Business Tax Preparation ServicesWichita Business Tax Preparation Services
Straight Talk CPAs provides stress-free tax preparation in Wichita, KS—accurate, compliant, and designed to get every deduction you deserve, backed by licensed CPAs.
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CFO ServicesWichita CFO Services
Outsourced CFO services in Wichita to help growing businesses build forecasts, manage cash flow, and make confident financial decisions—all without the full-time CFO salary.
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Bookkeeping ServicesWichita Bookkeeping Services
Straight Talk CPAs delivers smart, virtual bookkeeping services in Wichita, KS—built for clarity, consistency, and clean financials every month.
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Accounts Payable ServicesWichita Accounts Payable Services
Straight Talk CPAs offers streamlined accounts payable services in Wichita to help business owners stay organized, pay vendors on time, and gain clarity on cash flow.
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Retirement Planning ServicesWichita Retirement Planning Services
Wichita retirement planning services that align taxes, investments, and timelines to help you retire with clarity and confidence.
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Investment Advisory ServicesWichita Investment Advisory Services
Investment advisory services in Wichita focused on clear goals, tax strategy, and smart, client-centered planning. No sales pitch. Just straight talk.
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Wealth Management ServicesWichita Wealth Management Services
Wealth management services in Wichita that combine tax expertise, long-term planning, and smart financial decisions—built for real people, not spreadsheets.
Wichita-Savvy Wealth Planning for Entrepreneurs and Executives
Straight Talk CPAs supports professionals across Sedgwick County and beyond, including:
- Business owners preparing to sell or step back
- High-income earners with complex tax exposure
- Couples balancing income, kids, and real estate decisions
- Professionals nearing retirement with questions about timing and security
- Families who want to pass on wealth without passing on confusion
We help you think beyond the next quarter—and make sure your tax, legal, and investment strategies work together.
FAQs
Is this just investment management?
No. While we review your portfolio, wealth management is about the big picture—taxes, planning, protection, and purpose.
Do you work with business owners?
All the time. We specialize in helping owners translate business success into personal financial strength.
How is this different from a traditional financial advisor?
Most advisors focus on assets under management. We focus on your entire financial life—and we don’t sell products.
Can you help with estate planning or trusts?
Yes, and we’ll work closely with your attorney to make sure everything aligns.
