Direct Wealth Advisors is an independent financial firm based in Overland Park, Kansas, dedicated to providing personalized and comprehensive financial and retirement services. With a focus on the client's best interest, they offer a step-by-step approach to help clients identify their goals, assess their current financial situation, plan a path forward, execute the agreed-upon plan, and monitor and adjust as needed. Led by experienced fiduciaries Clayton Turner and Brian Brechler, the firm combines expertise in wealth accumulation, tax-efficient strategies, and holistic planning to help clients achieve their life and legacy goals.
Direct Wealth Advisors offers a range of customized services tailored to each client's specific goals. Their services include financial and wealth planning, where they create comprehensive wealth management plans based on clients' goals and current financial state. They also provide investment management services, aligning portfolio allocations with clients' risk tolerances and constantly monitoring and assessing to ensure clients are comfortable with their wealth management choices. With a commitment to always working in the client's best interest, Direct Wealth Advisors helps clients navigate the complexities of managing assets to build a better future.
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