Oread Wealth Partners in Leawood, KS

Service Area: Leawood, KS
Team Size: 1 employee
Business Duration: 4 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Mutual funds
Home purchase
Annuities

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

Hey there! ? I'm Scott, Founder & Senior Wealth Advisor at Oread Wealth Partners. I've worked in financial planning & wealth management since 2012, but launched Oread Wealth in 2021 to work primarily with physicians, business owners & near-retirees in helping align their finances with what's important in their lives.

Whether it's tax planning, estate planning, risk management & insurance, cash flow and business equity analysis, or investing, I provide value to clients encompassing a variety of financial planning areas.

Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional, meaning he acts as a fiduciary for his clients at all times.

In my free time, I love spending time with my wife, two daughters & Mini-Australian Shepherd, Birdie. I'm ab avid outdoorsman & enjoy fishing, hiking, traveling, and rooting for the Kansas Jayhawks!

License

- License Holder: Scott Sturgeon
- License Type: Investment Adviser Representative (KS)
- License number: #6062484
- License verified on 8/24/2024
- Valid through 8/24/2026

Verification

Background Check
- Scott Sturgeon
- Completed on 8/22/2024

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