INDEX WEALTH ADVISORS, LLC
www.indexwealthadvisors.comINDEX WEALTH ADVISORS, LLC is a company based out of 5330 COLLEGE BLVD, Leawood, Kansas, United States. Index Wealth Advisors, LLC (IWA) is a fiduciary for its clients and a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, risk-returns-optimized, and tax-managed portfolios of index funds. IWA completely avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Instead, our investment strategy employs a disciplined, quantitative approach, emphasizing broad diversification and consistent exposure to publicly traded markets around the world, with an over-weighting of small and value-priced companies. In short, we invest in capitalism.
Read moreINDEX WEALTH ADVISORS, LLC is a company based out of 5330 COLLEGE BLVD, Leawood, Kansas, United States. Index Wealth Advisors, LLC (IWA) is a fiduciary for its clients and a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, risk-returns-optimized, and tax-managed portfolios of index funds. IWA completely avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Instead, our investment strategy employs a disciplined, quantitative approach, emphasizing broad diversification and consistent exposure to publicly traded markets around the world, with an over-weighting of small and value-priced companies. In short, we invest in capitalism.
Read moreCountry
State
Kansas
City (Headquarters)
Leawood
Employees
1-10
Founded
2001
Estimated Revenue
$1 to $1,000,000
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Wealth Advisor / Advisory Partner With Chris Massman
Email ****** @****.comPhone (***) ****-****