Direct Wealth Advisors
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  • Home
  • About
  • Resources
  • Services
  • How We Do Our Work
  • Contact
  • Client Access
    • Change Path GeoWealth
    • Charles Schwab
    • Equitable
    • Jackson
    • Metlife

​​Wealth management
​shouldn’t be out of reach for hardworking folks.

​Call us today at
​(913) 222-1460

​We’re dedicated to serving the needs of our clients--
​and to putting those needs first every time.

Ask yourself...

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Where do I want to go? That’s the most important question to our advisors.
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Can my advisor help me build a plan for the next year, and the next three to five years? There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the tools. ​It’s your job to make the decisions.
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Will my advisor help me stick to my plan? Everything leads up to this point. You have to execute on what you agreed on with our advisers or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
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​​Is the plan continuing to work? Will my advisor help me adjust my plan based on evolving risk tolerances and life circumstances? Change is constant. As times evolves, so might your needs. Our team will work with you to update your plan as needed, ​to analyze new information, and to make sure you’re happy with your services and products.

Download your complimentary
"10 Steps to a Successful Retirement"
​guide today! 

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Download

direct wealth advisors 

8900 Indian Creek Parkway, Bldg. 6, Suite 220
Overland Park KS 66210
Office: 913-222-1460
Fax: 913-222-1461
Brian Direct: 913-222-1462
Clayton Direct: 913-222-1463
Em. Info@directwealthadvisors.com
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Securities Offered Through Client One Securities, LLC Member FINRA/SIPC.  Advisory services offered through Change Path, LLC. Direct Wealth Advisors, Client One Securities, LLC and Change Path, LLC, are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19409 - 2019/10/22
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The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.