Sunrise Advisors is a Leawood-based financial advisory firm that offers a wide range of services including wealth management, investment management, tax planning, estate planning, retirement planning, and insurance. With a team of experienced professionals, they strive to optimize their clients' financial portfolios and ensure that their money is working as hard as possible. Their personalized approach sets them apart from other firms, as they tailor their investment strategies to meet the unique needs and goals of each individual client.
Creative Planning, led by President and CEO Peter Mallouk, is a renowned wealth management firm that provides comprehensive financial solutions to individuals and businesses. Their team of fiduciary wealth managers, in collaboration with in-house CPAs and attorneys, takes a holistic approach to financial planning, optimizing investments, taxes, and estate plans to work together seamlessly. With over $245 billion in combined assets under management and advisement, Creative Planning is recognized for their dedication to providing a richer journey to wealth, always acting in the best interests of their clients.
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