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VerifiedFinancial Services· Founded 2019

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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HeadquartersShawnee, United StatesEmployees11(1 to 10)Annual revenue<$1MFounded year2019Websitecanvaswealthadvisors.comLinkedIn profileLinkedIn

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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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

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