FCS Private Wealth Management
Overview
FCS Private Wealth Management is a Kansas City-based firm specializing in private wealth management services for high-net-worth individuals, with a Family Office division dedicated to ultra-high-net-worth clients. Their approach centers on understanding the exact purpose of a client's wealth, ensuring that financial strategies align with personal goals and needs. The firm emphasizes three core pillars: trust, competence, and discretion, guiding all client interactions and financial planning processes. The firm offers a comprehensive suite of services, including wealth management, asset management, and liability management. Their investment capabilities span traditional and alternative asset classes, tailored to meet the unique needs of high-net-worth clients. FCS Private Wealth Management is committed to providing personalized financial strategies that aim to preserve and grow clients' wealth, mitigate risks, and achieve their financial objectives. With over 100 years of combined industry experience, the team at FCS Private Wealth Management has been recognized for their expertise and dedication. In 2022, they were ranked #56 on Forbes' Top 100 Wealth Management Teams for Private Wealth, marking them as a leading practice in the Greater Kansas City area. This recognition reflects their commitment to delivering sophisticated wealth management strategies and personalized client service, solidifying their reputation as a trusted partner in the financial community.
Investment Focus
- High-net-worth individuals with assets from $10 million to $25 million
- Ultra-high-net-worth individuals with assets exceeding $25 million
Reach FCS Private Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about FCS Private Wealth Management
What sectors does FCS Private Wealth Management invest in?
FCS Private Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Leawood, United States. FCS Private Wealth Management is listed as a family office in the ConnectSafely investor database.
What stage does FCS Private Wealth Management invest at?
FCS Private Wealth Management backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 10M - 25M.
Which regions does FCS Private Wealth Management invest in?
FCS Private Wealth Management invests across United States.
Who are the partners at FCS Private Wealth Management?
Team members listed for FCS Private Wealth Management include Andrew Shepard (Founder & Partner of Shepard Wealth Advisors) and Margo Shepard (Founder & Managing Partner of Shepard Wealth Advisors).
How do I contact FCS Private Wealth Management?
FCS Private Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
