CONNECT

Address:

7400 College Blvd, Suite 360
Overland Park, KS 66210

Phone:

913-888-6888

Fax/Other:

913-888-6889

Our Services

Preparing for that next step in life isn't always easy. Fortunately, you have an advocate in Cara Wealth Management that will help you navigate your way.

Cara Wealth Management combines our experience with the utmost in professionalism to provide first-class service to our individual and business clients.

Our commitment to excellence and access to a wide variety of nationally recognized money managers and financial companies sets us apart in today's complex financial arena. We offer unbiased financial advice focused on meeting our clients' needs and objectives. Our passion is the continual building of long-term friendships with our respected clients. We pride ourselves on making you feel like family.

At Cara Wealth Management, we promise you a new level of attention, insight, and capability by offering a broad portfolio of financial products and services which include:

 

Wealth Management

  • SEI Private Trust Company
  • Retirement Income Planning Strategies
  • Retirement Analysis
  • Estate Planning Strategies
  • Charitable Giving Solutions
  • Legacy Planning Strategies

Investment Management

  • SEI Private Trust Company
  • Mutual Funds
  • Bonds
  • Stocks
  • Private Trust
  • Annuities-Variable & Fixed
  • Real Estate Investment Trusts (REITs)
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Financial Planning

  • Creating a Financial Plan
  • Money Management
  • Capital Preservation Strategies
  • 401(k) Planning
  • 403(b) Planning
  • Yearly Reviews

Entrepreneurial Small Business

  • Pension Planning
  • 401(k) Planning
  • Profit Sharing
  • Defined Benefit
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck