The Kansas City-based wealth management firm transitioned majority ownership to the next generation: four partners who now own a 95% stake. They talk about the importance of preserving continuity in the firm, founded in 1990, while also injecting new ideas.KC-based financial planner’s co-founder sells 95% stake to four longtime partners
The Kansas City-based wealth management firm transitioned majority ownership to the next generation: four partners who now own a 95% stake. They talk about the importance of preserving continuity in the firm, founded in 1990, while also injecting new ideas.