Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Driven Wealth Strategies, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to discuss your goals and the outcomes you’d like to achieve with your money. Then, our comprehensive financial planning process will help you understand your current and future cash flow needs that align with those outcomes. Finally, it will make clear what investment strategies to use in order to pursue your goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Driven Wealth Strategies we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
The financial planning process allows you to use market movements, not be subjected to them. Learn More
It’s not enough to grow your assets; you also need to protect the people you love. Learn more
Our team of professionals can help you look for ways to save on taxes now, while also suggesting practices that may reduce your tax burden in the future. Learn more
You’ve worked too hard for your money to guess about retirement. Learn more
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Driven Wealth Strategies is a wealth management firm based in Wichita, Kansas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Driven Wealth Strategies help you on your True Wealth journey.
Contact one of our wealth advisors to request a complimentary consultation.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Driven Wealth Strategies is headquartered in Wichita, Kansas. Contact us today to speak with a wealth advisor or financial professional nearest you.
Driven Wealth Strategies’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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The S&P 500 surged 4.5% last week as optimism about the Federal Reserve cutting rates and the quick end to potential tariffs on Mexican goods pushed markets higher. The global MSCI ACWI soared 3.6% as international markets participated in the surge, but not as much as domestic markets. The Bloomberg BarCap Aggregate Bond Index gained 0.4% as weak jobs data and the hopes of interest-rate cuts pushed rates lower and bond prices higher. Read more
