Why Ingram / Liberty Wealth Management Group?
We believe that collaboration fosters strength in experiences, opinion and thoughts, while staying moored to our core investment philosophy. Our team at the Ingram / Liberty Wealth Management Group in Leawood, KS, has nearly 60 years of combined experience advising clients achieve their hopes and dreams. Our process has been refined over many market cycles and events throughout out career which enhances the scope of our advice and elevates our opportunity to serve our clients in the Kansas City area with the utmost care and attention. Strength in numbers, knowledge and teamwork – all working together for a common goal: our clients.
Our Approach
Whether you are an individual investor or business owner, we will tailor a plan that satisfies your needs while actively monitoring your plan as circumstances change over time. Our approach includes:
- Identifying your financial situation and establishing clear financial goals
- Utilizing a holistic method that encompasses your entire financial situation, not limited to just investments
- Coordinating our planning process with our clients’ other professional advisors (i.e., CPA, attorney)
- Meeting regularly to monitor and review your progress and make changes, if necessary
- Incorporate gifting strategies that helps clients satisfy their charitable wishes
Every stage in life presents investors with new challenges and opportunities. The Ingram / Liberty Wealth Management group embodies the teamwork and experience that guides their clients every step of that journey. Call or email us today and let’s begin that journey today!
