How to Find Wealth Management Services in Lawrence, KS

Wealth management is a comprehensive financial planning and advisory service that can help you achieve your financial goals. This article covers the financial areas generally covered in wealth management and how to find wealth management services in Lawrence, KS.

What Wealth Management Includes

The goal of wealth management is to provide you with a roadmap to reach your financial goals. In today’s fast-paced and ever-changing financial world, wealth management has become a crucial tool for some individuals who want to grow and protect their wealth over the long term.

Wealth advisors generally provide the following services:

Investment management: Investment management involves selecting and managing investments to help you achieve goals like retirement. This area includes the creation of a well-diversified portfolio that aligns with your risk tolerance and return needs.

Tax planning: Wealth advisors may work with you to minimize your tax liability and help ensure your investments are structured tax-efficiently. This service is particularly important for high-net-worth individuals, as you are often subject to higher tax rates.

Retirement planning: Retirement planning involves creating a customized plan to help you achieve financial stability and a comfortable lifestyle in retirement. This service includes the development of a retirement income strategy, advice on decisions like how much to withdraw from your accounts and when to begin Social Security benefits, and the ongoing monitoring and management of your retirement portfolio.

Estate planning: Estate planning involves creating a plan to distribute your assets according to your wishes while minimizing tax liability for your heirs. It also includes protecting you while you are alive, and your wealth advisor may recommend documents such as powers of attorney in case you become incapacitated.

Risk management: Risk management involves identifying and managing financial risks that may impact your wealth. This service can include insurance review and recommendations, as well as the ongoing monitoring of your risk exposure.

In addition, wealth management may incorporate other services, such as employee benefits package review and charitable giving. It is important to remember that your wealth management services should be personalized to your situation and needs. Every individual has unique financial goals and challenges, and a good wealth advisor will take the time to understand you and develop a customized plan to help achieve your objectives.

How to Find a Wealth Advisor in Lawrence, KS

You have several options when seeking wealth management services in Lawrence, Kansas. You can:

Ask friends and family for recommendations: One of the best ways to find a wealth management advisor in Lawrence, KS, is to ask friends and family for recommendations. You can also ask professionals, such as your accountant or attorney, for referrals. Turning to people you trust can be a great way to get first-hand information about an advisor’s qualifications and experience.

Search NAPFA’a Find an Advisor: The National Association of Personal Financial Advisors (NAPFA) is a professional organization for fee-only, fiduciary advisors. NAPFA’s Find an Advisor tool allows you to search for advisors in your area based on your specific needs and preferences.

Use the CFP Board’s Let Make a Plan: The CFP Board of Standards is another professional organization that offers a search tool for finding financial advisors in Lawrence and across the U.S. The Let’s Make a Plan tool enables you to find advisors with the CERTIFIED FINANCIAL PLANNER™ designation, a highly regarded certification emphasizing education, experience, and ethics. All our wealth advisors are required to have the CFP® mark.

Search is a directory of financial advisors who are independent, fee-only fiduciaries. The directory provides a list of advisors in Lawrence, KS, and allows you to refine your search based on your needs and preferences.

Schedule a call: One way to determine if a potential advisor is a good fit is by scheduling a complimentary call. During this call, you can discuss your financial goals and challenges and how the advisor might help you. By scheduling complimentary consultations, you can make a more informed decision about which advisor is right for you.


Wealth management is a comprehensive financial planning and advisory service that covers a wide range of areas, including investment management, tax planning, estate planning, retirement planning, and risk management. To find wealth management in Lawrence, KS, you can ask for recommendations, as well as search online listings. By taking the time to find a wealth advisor who aligns with your financial goals and values, you can feel more confident that your advisor will help you achieve your goals.

Schedule a 30-minute call with a fee-only, fiduciary wealth advisor in Lawrence, Kansas.

This material was generated using artificial intelligence (ChatGPT) and edited by Kaleido Inc. from information derived from sources believed to be accurate. This information should not be construed as investment, tax, or legal advice.

Clayton Wealth Partners