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

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.