Wealth Management

Wealth Management

Financial Planning Today Impacts Your Financial Future

When it comes to wealth management, we know you’re investing more than your money. You’re investing in your dreams. You’re investing in your future. At Sunflower Bank, we help dreams become reality with clear and comprehensive wealth management solutions, products, and services. Our wealth management clients include individuals and families, family offices, Trust attorneys, foundations and endowments, and corporate retirement plan sponsors.
 
Working with Sunflower Bank means you are supported by a team of professionals, led by a financial advisor, who work to ensure we choose the right mix of products and services to help you reach your goals. Whether you are just starting to build an investment portfolio or you are ready for estate planning, we are positioned to meet your needs and exceed your expectations. Our core competencies include investment management and portfolio management all intended to preserve and grow client wealth for the long term.
 
Our approach begins with listening. We want to discuss your current financial situation, and your goals for the future. How much do you need to invest now to secure the retirement you envision? What’s your comfort level with investment risk? Would establishing a Trust give you peace of mind?
 
Once our team of wealth management experts fully understands your needs and objectives, we design a personalized plan for you. We put your interests first, offering conflict-free advice, proven investment principles, and cost-effective solutions.
 

Conflict-Free Advice

The financial services market is crowded with providers and products. Some providers are tied to specific products, and prefer to sell them regardless of your needs. We won’t try to sell you proprietary financial products because we don’t offer them. That’s not the way Sunflower Bank operates. Our wealth management team is knowledgeable, accessible, and free of conflict. We tailor a plan for you, using financial products as a means, not an end.
 

Proven Investment Principles

Selecting investments based on past performance is all too common–-and potentially hazardous to your financial well-being. Your financial advisor and wealth management team at Sunflower Bank will employ disciplined, proven investment management principles to achieve the most reliable outcomes for you. Our decisions are made with your needs and your financial goals in mind.
 

Cost-Effective Solutions

Expenses are one of the biggest impediments to achieving better outcomes. At Sunflower Bank Wealth Management, we leverage our expertise and partnerships to help you reach your financial goals by working to mitigate the impact of fees, taxes, and costs on your account.
 


Sunflower Bank Wealth Management clients see these principles applied consistently to our wealth planning strategies, investment management and portfolio management models, Trust services, and corporate 401(k) plan solutions.