OUR INTENTION

It’s time to revolutionize the finance industry. But also, not really.
We just want to be more personal.

As advisors our goal is to connect with YOU and understand YOUR specific needs. We want to get to know you and we want to support you no matter your financial situation. It’s time for us to sit down together and determine what services we offer best fit YOU.
We know that having more meaningful relationships is critical to providing the level of service we demand for ourselves. As a client of Finteris Wealth Management, you can depend on our advisors to help you navigate your finances to achieve your goals.
As a company our goal is to build a home for elite investment professionals who understand that shaping personalized client experiences and allowing creative freedom are building blocks for a rewarding and successful business.

VALUES AT OUR CORE

YOUR goals are OUR goals. We want to help you get to where you want to be.

You can count on us to work in your Best Interest throughout the entire process. Financial management is not one size fits all. Let us help build a plan that works for YOU.

We will take the time to develop a Personal and meaningful relationship with you to understand your goals and help build a plan to help get you there.

We promise to always act with Integrity and hold ourselves Accountable.

We will Communicate with you and answer all questions you propose.

We will maintain the strictest Confidentiality throughout our entire process.

We will be Diligent in OUR effort to build YOUR Confidence in everything we do to help you plan for your future.

WE MAKE IT OUR MISSION

We have made it our mission to make the finance industry more personal. It’s about time that we build our processes around YOUR goals instead of the other way around.

We want to be the dependable and trustworthy financial guides for the individuals, families, businesses, and organizations we serve.

We believe that true wealth management comes in the form of engagement, patience, compassion, guidance, and leadership. It is about finding the right people who take the time to understand your situation and are willing to be with you every single step of the way.

Jefferson City (Headquarters)

Office Address:
3325 Emerald Lane, Suite A
Jefferson City, MO 65109

Local Phone: 573.636.7661

Fax: 573.636.6549

E-mail address:
[email protected]
[email protected]

Springfield


Office Address:
4650 South National, Unit B-4
Springfield, MO 65810

Local Phone: 417.427.9000

Fax: 417.427.4427

E-mail address:
[email protected]
[email protected]

Washington


Office Address:
1301 W. 5th St.
Washington, MO 63090

Local Phone: 636.239.7771

Fax: 636.239.6795

E-mail address:
[email protected]
[email protected]
[email protected]

St. Joseph

Office Address:
3715 Beck Road, Building A, Suite 102 St. Joseph, MO 64506

Local
Phone: (816) 233-8021

Fax: (816) 259-3703

Email Address: [email protected]

Overland Park

Office Address:
Commerce Place 1, 7300 West 110th, 7th Floor, Suite 700
Overland Park, KS 66212

Local
Phone: (913) 980-5359

Fax: (816) 259-3703

Email
Address: [email protected]
Finteris Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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