Oread Wealth Partners
5251 West 116th Place, Leawood, Kansas 66211
About the Oread Wealth Partners
Oread Wealth Partners is a finance institution located at 5251 West 116th Place, Leawood, Kansas, United States. As a Certified Financial Planner™, they specialize in helping doctors, business owners, and affluent individuals align their finances with their life goals. The institution is a fiduciary, fee-only financial planning & wealth management practice with a focus on assisting physicians and business owners in achieving their financial objectives. Oread Wealth Partners works closely with clients to understand their financial priorities and create a comprehensive financial plan tailored to their unique circumstances. They provide ongoing support to ensure clients are on track to reach their goals and adapt the financial plan as needed. The institution also offers insights and perspectives on topics such as 338(h)(10) sales for business owners and tips for optimizing tax situations for healthcare professionals. Oread Wealth Partners is committed to providing innovative solutions and tailored advice to help clients achieve financial freedom and pursue their passions.
Photos of Oread Wealth Partners
5251 W 116th Pl suite 200, Leawood, KS 66211, United States
Opening hours of Oread Wealth Partners
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Oread Wealth Partners
"I cannot speak highly enough of my experience with Oread Wealth Partners and, in particular, Scott Sturgeon. I always feel welcomed and valued as a client. Scott's expertise, professionalism, and genuine care for his clients are evident in every interaction. When I first met with Scott, I was impressed by his deep understanding of financial matters and his ability to communicate complex concepts in a clear and approachable manner. He took the time to listen attentively to my financial goals and concerns, tailoring a personalized plan that addressed my unique needs. Throughout our collaboration, Scott demonstrated an unwavering commitment to my financial success. He is not only knowledgeable in various investment strategies but also adept at adjusting his approach based on market fluctuations and evolving economic conditions. I've always felt reassured knowing that my investments are in capable hands. What sets Scott apart is his caring and personable nature. He doesn't treat you as just another client; he truly gets to know you as an individual. He takes the time to understand your values, aspirations, and goals for the future, incorporating these into his financial advice. Furthermore, Scott's dedication goes beyond the regular office hours. He's always been responsive and available to answer my questions promptly, providing guidance even during uncertain times. It's evident that he genuinely cares about my financial well-being and strives to make a positive impact on my life. I am grateful to have found Oread Wealth Partners and thanks to Scott's expertise and guidance, my financial outlook is brighter than ever. I wholeheartedly recommend Scott and Oread Wealth Partners to anyone seeking exceptional financial advice and a trustworthy partner for their financial journey."
"Scott Sturgeon is an expert fiduciary advisor with impeccable integrity. We found ourselves in an unnerving financial situation with a lot to review and understand. Scott's incredible attention to detail, goals, his honest explanations...and a proven, sincere interest in our well-being as a family...allows us to sleep with both eyes closed now. There are no financial guarantees in "life" but we couldn't trust anyone more to assist. Beyond highly recommended."
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