Wealth Management in Kansas City

Acacia Wealth Management

Whether you're approaching retirement, have had a recent job change, or have come into a sudden inheritance, we are here to help with the financial decisions that are required to be made during this time.  We strive to create long term relationships with you while developing and consistently monitoring your financial goals, the plan to pursue them, and the progress towards them.  While planning for your future is our focus, we also manage your investments and accounts according to your risk tolerance in the market.  We help you answer questions such as "When can I retire?", "Can I afford to send my kids to college?", "How much cash should I have?", etc.  With over 30 years of investment management experience, our team is able to provide recommendations for your assets, tailored to your unique situation.  

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Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.


The term most often refers to managing the holdings within an investment portfolio, and the trading of them to achieve a specific investment objective. Investment management is also known as money management, portfolio management, or wealth management.


The Basics of Investment Management
Professional investment management aims to meet particular investment goals for the benefit of clients whose money they have the responsibility of overseeing. These clients may be individual investors or institutional investors such as pension funds, retirement plans, governments, educational institutions, and insurance companies.

Investment Management