Latest Insights
Your Questions Answered 2022
Your questions are our top concern. Over the past few weeks, we have collected the most frequently asked questions about…
06.29.22 News6 Meridian Expands Leadership Team with Eight New Partners
The Wichita-based Hightower advisory business invests in its next-generation leaders, ensuring its multi-generational clients are well-served now and for decades…
06.23.22 June 2022 ViewpointViewpoint- June 2022
Slow and steady wins the race.
06.07.22 NewsUnited Way Flags of Freedom
Celebrating Memorial Day weekend is the perfect opportunity to take a step back and remember those who have played a…
05.27.22 NewsTechnology Director Recognized by the WBJ
We are delighted that our Director of Technology, Richard Simon, was selected by the Wichita Business Journal as a Young…
05.23.22 May 2022 ViewpointViewpoint- May 2022
Are bonds still a diversification strategy?
05.10.22 NewsBowl For Kids Sake
Team members got their chance to show-off their bowling skills at this year’s Big Brothers Big Sisters Bowl for Kids…
05.09.22 News2022 Shred Event
It was wonderful to connect with so many clients and friends this past weekend! Despite the 40+ mph winds, our…
04.25.22 April 2022 ViewpointViewpoint- April 2022
The real impact of timing the market.
04.06.22 NewsWealth Advisors Present to Women’s Leadership Group
Pam Smith, Partner and Wealth Advisor, paired up with Wealth Advisor Associate, Rachel Becker, to present to a local women’s…
03.18.22 NewsInternational Women’s Day
Learn more about our commitment to a more diverse culture.
03.08.22 March 2022 ViewpointViewpoint- March 2022
2021 Tax Guide and mailing schedule in this month’s newsletter.
03.08.22