Mader & Shannon Wealth Management
Investment Management, 4505 Madison Ave, City, Missouri, Kansas, 64111, United States, 1-10 Employees
Phone Number: +16*********
Who is MADER & SHANNON WEALTH MANAGEMENT
ASSET MANAGEMENT MSWM is committed to meeting client objectives of achieving yield and growth with as little risk as possible while minimizing transaction costs and taxes. Asset Managemen...
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Headquarters: 4505 Madison Ave, Kansas City, Missouri, 64111, United States
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Date Founded: 1995
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
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CEO:
James Mader
Email
Phone
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Mader & Shannon Wealth Management
Answer: Mader & Shannon Wealth Management's headquarters are located at 4505 Madison Ave, City, Missouri, Kansas, 64111, United States
Answer: Mader & Shannon Wealth Management's phone number is +16*********
Answer: Mader & Shannon Wealth Management's official website is https://madershannon.com
Answer: Mader & Shannon Wealth Management's revenue is $1 Million to $5 Million
Answer: Mader & Shannon Wealth Management's SIC: 6282
Answer: Mader & Shannon Wealth Management's NAICS: 523940
Answer: Mader & Shannon Wealth Management has 1-10 employees
Answer: Mader & Shannon Wealth Management is in Investment Management
Answer: Mader & Shannon Wealth Management contact info: Phone number: +16********* Website: https://madershannon.com
Answer: ASSET MANAGEMENT MSWM is committed to meeting client objectives of achieving yield and growth with as little risk as possible while minimizing transaction costs and taxes. Asset Management services are provided as a percent of the money we manage. We do not participate in commissions from trading. Referrals from existing clients, as well as from their CPAs, Tax Attorneys, and Estate Planning Attorneys provide our main source of new clients. As a rule, we do not use Mutual Funds or any other investment vehicle that we deem as having excessive fees. If we can get better performance from a security with fewer fees it translates into a better value to our clients. FINANCIAL PLANNING Retaining an independent financial professional is as important for planning as it is for asset management. MSWM has no commitment to any product or service that will in any way conflict with the best interests of our clients. Our services are designed to offer objective advice and set reasonable expectations. We take the time to educate clients on suitable financial solutions, carefully exploring risk and performance expectations. Comprehensive financial planning involves much more than retirement planning. Since our inception we have established a large support network of the finest Estate Planning and Tax Attorneys, CPA's and other industry professionals to offer complete wealth management for our clients. We are accustomed to serving on planning teams with such affiliated professionals.
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