Triad Wealth Management, Inc. is a Registered Investment Advisor (RIA) based in Leawood, Kansas. The firm operates on a fee-only basis, meaning it is compensated directly by its clients rather than through commissions, which helps to align its interests with those of its clients. It specializes in comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning for individuals, families, and business owners. The company's mission is to serve as a long-term partner, guiding clients toward their financial goals with a disciplined and personalized approach.

Founded in

United States