Canvas Wealth Advisors
Canvas Wealth Advisors offers financial planning and investment management to individuals, their families, and their businesses nationwide. We believe in thinking differently and challenging the status quo, so we refuse to offer a cookie-cutter approach to your wealth. Our Kansas City firm is backed by the research and investment teams at Goldman Sachs. We help you think differently about your wealth by listening first, thinking second, and bringing you investment opportunities to reach your goals. Our wealth solutions include: Wealth Planning Family Office Services Investment Management Business Planning Risk Management Retirement Planning We focus on financial planning for your whole life, from your first job to your last and beyond. We create a financial plan that puts you at the center, taking you from today to tomorrow, pausing now and again to enjoy life's great moments. Our entire firm is predicated on making you better, because there is a better way to wealth.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
106
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JM
Joe Morrow
Wealth Advisor · Finance & Accounting
EmailPhone - AM
Alex Miller
() · Other
EmailPhone - AG
Anna Geherin
Client Service Associate · Customer/Client Service
EmailPhone - PY
Payton Yokley
Client Experience Specialist · Customer/Client Service
EmailPhone - RR
Reed Roney
Wealth Planner · Finance & Accounting
EmailPhone - RR
Reed Roney
Wealth Planner · Finance & Accounting
EmailPhone - RL
Ryan Lilja
Business Partner · General Business & Management
EmailPhone - NW
Nikita Waldron
Chief Financial and Administrative Officer · Finance & Accounting
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Canvas Wealth Advisors
8 distinct titles indexed · top 8 shown.
- 2wealth advisor
- 2wealth planner
- 1()
- 1business partner
- 1chief financial and administrative officer
- 1client experience specialist
- 1client service associate
- 1senior wealth advisor
Sign up to unlock all 11 contacts at Canvas Wealth Advisors
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Sign up to reveal 11 verified contacts at Canvas Wealth Advisors
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