Casebeer McCollum Wealth Management

Overview

Casebeer McCollum Wealth Management is a multi-family office based in Topeka, Kansas, focusing on accredited investors. They offer comprehensive wealth management services, including investment guidance, retirement planning, estate planning strategies, and wealth preservation. Their approach emphasizes transparency, privacy, competency, and efficiency to help clients navigate complex financial decisions. The firm is led by Managing Directors Brian Casebeer and Amy R. McCollum, who hold advanced certifications such as Certified Private Wealth Advisor® (CPWA®) and Retirement Income Certified Professional® (RICP®). Their team collaborates with clients to develop personalized financial strategies that align with individual goals and values. With a commitment to lifelong learning and professional development, Casebeer McCollum Wealth Management partners with clients to achieve financial success and security. They are dedicated to providing tailored solutions that address the unique needs of each client, fostering long-term relationships built on trust and mutual respect.

Investment Focus

Accredited Investor Status

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Frequently asked questions about Casebeer McCollum Wealth Management

What sectors does Casebeer McCollum Wealth Management invest in?

Casebeer McCollum Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Kansas, United States. Casebeer McCollum Wealth Management is listed as a family office in the ConnectSafely investor database.