Mottet Wealth

At Mottet Wealth I believe transparency is key to building a successful and long lasting client relationship – and that starts right now. That’s why I wanted to present a very clear overview of what the journey to becoming a Mottet Wealth client looks like, and what happens next. In my approach to investment management I address two main issues: How can you do better with the money that you already have, and how can I help you accumulate more money in the future? These issues are approached in a manner that not only aims to get you the best results, but that also makes managing your money as simple and stress free as possible. My goal is not to become the largest investment advisor in Kansas City. Rather, I value open and honest relationships with my clients that stand the test of time. I believe in serving every client in a very meaningful way, helping them to save now to live better later. I typically get to know my clients very well and many even become friends. I offer help with the transfer of IRA accounts, both individual and joint accounts as well as Trust accounts. This eliminates the awkwardness of having to let your current advisor know you are making a move. If you would like to get a second opinion on your current nancial situation, I welcome the chance to discuss how I may be able to help.