At Sunflower Bank Wealth Management, we see financial services as a tool to empower your future. You’re not just investing your money; you’re investing in your dreams. Even if you are “just starting out,” we are there to help you get started. Our Wealth Advisors listen to you and understand your financial goals. Our team is committed to communication, financial services education, and taking the time to build a trusting long-term relationship to help you succeed.
Wealth management is a complex topic and we believe education is critical to your ability to manage your success with confidence. You’ll receive guidance from a financial advisor that tailors a plan just for you, provides objective answers to financial questions, and information to help with decisions.
Our process is comprehensive – and proven. Comprehensive planning and advisory services from Sunflower Bank Wealth Management mean before we even create your individual investment portfolio, you’ll come away with a financial assessment encompassing your net worth summary, global asset allocation, basic estate planning, debt reduction options, and savings strategy.
We’ll also take the time to learn about your specific needs such as cash flow requirements, unique restrictions or preferences, tax implications, and other outside assets to consider such as an employer-sponsored retirement plan.
Then, we set objectives, assessing your risk capacity and risk tolerance. If you don’t understand exactly what we mean by either of those terms now, don’t worry. We’re happy to explain every term we use, every step of the way.
Once your investment priorities are established, we’ll create a cost-effective Sunflower Bank Wealth Management portfolio just for you with built-in professional management that includes regular rebalancing reviews and an annual review to assess progress. Most importantly, Sunflower Bank Wealth Management provides personalized advice from a real human investment advisor, not an algorithm.
When it comes to growing wealth, we’re very successful gardeners. Sunflower Bank Wealth Management is here for the long term ready to help you plan and grow wealth.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.