Investment Management

We offer a FREE investment portfolio review to all those we meet with. Call us at 913.402.6099 to schedule your consultation. If you’re satisfied with our recommendations, we invite you to become a client.

Benefits

  • Investment management fees at or below other firms.
  • We offer our services on a fee-only basis and we do not accept product commissions from outside companies. This eliminates a possible conflict of interest and allows us to choose from a broader range of investment options for your portfolio.
  • The Chladek Wealth Investment Strategy is research-based, time-tested, and seeks to maximize risk-adjusted returns and limit losses. Learn more about our strategy.

Rolling over your 401(k), 403(b), or 457 plan is easy! Our process includes carefully evaluating your current plan to ensure that a rollover is truly in your best interest. If it is, we’ll sit with you to complete the paperwork and expedite the process.

As part of this process, we will:

  • Determine your risk tolerance level, and then assign the proper asset allocation based on your risk and goals.
  • Analyze all of your investment accounts and recommend a diversified portfolio.
  • Send quarterly performance reports and update you via email/phone regarding investment changes. We research the market daily for our clients.

Call us today to schedule your free portfolio analysis – 913.402.6099.

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We provide fee-only advice, and do not accept product commissions or receive benefits from outside companies. Thus, we always put the needs of the client first.