11460 Tomahawk Creek Pkwy. Ste. 420 Leawood, KS
913-428-3300

Who We Serve

Individuals

  • Wealth Accumulation and Management
  • Investment Management
  • Financial Planning
  • Retirement Planning and Distribution Strategies
  • Educational Funding Strategies
  • Estate Conservation
  • Legacy Planning
  • Tax Efficient Charitable Gifting
  • Insurance Planning and Risk Management

Businesses

  • Profit sharing, Pension & 401K plans
  • Insurance Planning and Risk Management
  • Business Continuation and Succession Planning
  • Corporate Cash Management

Kavar Commentary

Investment Research Note – July 20, 2018
20 Jul 2018
Ciocca Discusses Portfolio Construction in Today’s Market Environment (Audio)
12 Jul 2018
Ciocca Discusses Crazy Week of News (Audio)
12 Jun 2018