KANSAS CITY, MISSOURI / ACCESS Newswire / February 26, 2025 / Sarver Vrooman Wealth Advisors, a $430 Million boutique, independent wealth advisory firm specializing in serving accredited investors-primarily engineers, executives, and entrepreneurs-has announced the launch of its Registered Investment Advisor (RIA) practice. This milestone, celebrated on Valentine's Day, marks a renewed commitment to holistic wealth management and client education.
SVWA Team Picture
The Team has partnered with First Clearing and TradePMR to enhance their independence and provide customized technology, a wide array of investment strategies, and fiduciary services.
Managing Partner Peter Vrooman stated, "We are customizing and upgrading our independent practice to better serve the needs of our niche clients."
Team Credentials and Experience
The Sarver Vrooman Wealth Advisors' Team is composed of the following individuals:
Jonathan Sarver, CPWA®, JD:
Managing Partner -- Wealth Advisor, Senior Portfolio Manager, Director of Client Education and Experience
Author of 6 Essential Practices for Income Investors. Graduated Boston University cum laude and Seton Hall University School of Law
Peter, Vrooman, CFA®, CAIA®, CRPC®, CIMA®:
Managing Partner -- Wealth Advisor, Senior Portfolio Manager, Chief Investment Officer
Graduated University of Chicago with a degree in economics
Thomas King, MSF:
Partner - Wealth Advisor, Portfolio Manager, Director of Alternative Investments
Equity Partner with extensive private equity experience and a Master of Science in Finance from the University of Miami
Ron Dietz, CPWA®, CIMA®, CMFS:
Partner - Wealth Advisor, Portfolio Manager, Director of Risk Management
Equity Partner with 17 years of experience in convertibles, alternatives, and growth equities
Jessica Estes, MBA:
Chief Operating Officer and Chief Compliance Officer
18 years of experience with the Team and has an MBA from Avila University
Kat Aguilar:
Operations Specialist
Advantages of the RIA Model
The Firm highlights four key benefits of its transition:
Technology: A customizable tech stack for enhanced financial planning and client service.
Investments & Research: Access to strategies and research beyond proprietary sources.
Holistic Services: Collaboration with external professionals like attorneys, accountants and mortgage advisors for comprehensive client support.
Fee-Only Fiduciary Model: Helping to eliminate conflicts of interest to prioritize client needs.
The Team's dedication to advanced education has earned them recognition on the Forbes list five times, including three as a team, with accolades in both Kansas and Missouri.
For more information about Sarver Vrooman Wealth Advisors' services or their new RIA platform, visit https://www.svwealthadvisors.com/.
Contact:
Sarver Vrooman Wealth Advisors
9237 Ward Parkway, Suite 320
Kansas City, MO 64114
Phone: 816-601-1150
Email: info@svwealthadvisors.com
Website: https://www.svwealthadvisors.com/
Advisory services are offered through Sarver Vrooman Wealth Advisors LLC, an SEC Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training.
Sarver Vrooman Wealth Advisors LLC is not a law firm and does not provide legal advice.
All investing involves risk including loss of principal. Past performance does not guarantee future results.
Contact Information
Jonathan Sarver
Managing Partner -- Wealth Advisor, Senior Portfolio Manager, Director of Client Education and Experience
jonathan.sarver@svwealthadvisors.com
(816) 601-1151
Jessica Estes
Chief Operating Officer and Chief Compliance Officer
jessica.estes@svwealthadvisors.com
(816) 601-1153
SOURCE: Sarver Vrooman Wealth Advisors
View the original press release on ACCESS Newswire
