NEXT GENERATION WEALTH
Helping to Build & Transfer the Next Generation...
HDQ WEALTH
NEXT GENERATION WEALTH
Helping to Build & Transfer the Next Generation...
HDQ WEALTH
Helping to Build & Transfer the Next Generation...
HDQ WEALTH
Helping to Build & Transfer the Next Generation...
HDQ WEALTH
We are a holistic financial services firm. We partner with individuals and businesses to create lasting financial strategies to navigate through the ever-changing landscape of life and growth. We believe in understanding the unique needs of each client while maintaining the disciplines to achieve and protect generational wealth.
Stress Free Evaluation:
- In person, Zoom or over the phone
- Go over current financial situation
- Evaluate personal, professional and financial goals
Founder & Managing Partner
"Our Mission is to empower our clients to achieve and protect their financial freedom"
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to help achieve them.
1828 Walnut Street 3rd Floor, Kansas City, Missouri 64108, United States
Office Direct KS +1(913)283-4423 info@hdqwealth.com
Open today | 08:00 am – 05:00 pm |
HDQ Wealth LLC "HDQW" is a Registered Investment Advisor registered in the state(s) of KS, MO, TX or SEC. HDQW provides asset management and related services for clients nationally. Past performance is not a guarantee of future results. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment advice in any jurisdiction where such offers or solicitation would be illegal. This material is not to be construed as specific investment advice or recommendations for you, which can only be provided after a careful evaluation of your circumstances, investment objectives, risk tolerance, and other factors relevant to your investment needs. You should be aware that investments can fluctuate in price, value and/or income, and your investments may lose value. Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
HDQ Wealth LLC will provide all prospective clients with a copy of our current Brochure and Brochure Supplement prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
If you have any questions regarding Compliance and Regulatory information, please info@hdqwealth.com
Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
* Throughout website, any mention IAR’s name, securities product or service should be footnoted with an * to correspond with the disclosure.
1 For offices with more than one IAR, please use *Representatives offer in place IAR name.
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Copyright © 2020 HDQ WEALTH LLC - All Rights Reserved. All advisory services offered through HDQ Wealth L.L.C. (HDQW)
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