atwoodpalmer.com atwoodpalmer.com

atwoodpalmer.com

Atwood & Palmer

Personalized investing isn’t about money that’s put in stock. It’s about the stock our clients put in us. Reputation and relationships matter. They engender trust the most essential element in effective wealth management. If investment advice comes before the establishment of client confidence, then satisfaction and success become distant possibilities. It’s all the more reason for us to get together and start a conversation. We help people make decisions that affect every aspect of their families’ lives.

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Atwood & Palmer

4520 ●●●●●n Ave

Kans●●●●City , MO, 64111-3541

US

1.81●●●●2266
1.81●●●●0864
im●●●●@atwoodpalmer.com

View this contact

Atwood & Palmer, Inc.

Burch, Teresa

4520 ●●●●●n Ave

Kans●●●●City , MO, 64111

US

1.81●●●●2266
1.81●●●●0864
tb●●●●@atwoodpalmer.com

View this contact

Atwood & Palmer, Inc.

Burch, Teresa

4520 ●●●●●n Ave

Kans●●●●City , MO, 64111

US

1.81●●●●2266
1.81●●●●0864
tb●●●●@atwoodpalmer.com

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Atwood & Palmer | atwoodpalmer.com Reviews
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Personalized investing isn’t about money that’s put in stock. It’s about the stock our clients put in us. Reputation and relationships matter. They engender trust the most essential element in effective wealth management. If investment advice comes before the establishment of client confidence, then satisfaction and success become distant possibilities. It’s all the more reason for us to get together and start a conversation. We help people make decisions that affect every aspect of their families’ lives.
<META>
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1 atwood and palmer
2 client login
3 menu
4 attentive services
5 independent perspective
6 tailored strategies
7 experienced team
8 skip
9 replay
10 wealth management
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Atwood & Palmer | atwoodpalmer.com Reviews

https://atwoodpalmer.com

Personalized investing isn’t about money that’s put in stock. It’s about the stock our clients put in us. Reputation and relationships matter. They engender trust the most essential element in effective wealth management. If investment advice comes before the establishment of client confidence, then satisfaction and success become distant possibilities. It’s all the more reason for us to get together and start a conversation. We help people make decisions that affect every aspect of their families’ lives.

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atwoodpalmer.com atwoodpalmer.com
1

Atwood & Palmer

http://www.atwoodpalmer.com/index.html

Personalized investing isn’t about money that’s put in stock. It’s about the stock our clients put in us. Reputation and relationships matter. They engender trust the most essential element in effective wealth management. If investment advice comes before the establishment of client confidence, then satisfaction and success become distant possibilities. It’s all the more reason for us to get together and start a conversation. We help people make decisions that affect every aspect of their families’ lives.

2

Atwood & Palmer : Experienced Team

http://www.atwoodpalmer.com/experienced-team.html

Clients come to Atwood and Palmer because they’re looking for an investment management firm they can believe in. We, too, are looking to build client relationships based on mutual understanding, trust and respect. Because personal investments deserve that level of personal involvement and concern. Steven N. Palmer. Steven P. Franke. Steven N. Palmer. Years of investment experience. Co-founded Atwood and Palmer, Inc. in 1990. Responsible for portfolio management, investment research and client service.

3

Atwood & Palmer

http://www.atwoodpalmer.com/attentive-services.html

Keen attention to a select client list defines our service. We’re a boutique wealth management firm with fewer clients per Investment Counselor than many firms in the financial industry. So we’re more responsive, involved and in touch. Clients are never shuffled between departments or bounced around 800# menu options. Instead, we’re available whenever needed, and we pride ourselves on proactive, on-going communications. Clients come to us looking for something they haven’t been able to find elsewhere.

4

Atwood & Palmer : Independent Perspective

http://www.atwoodpalmer.com/independent-perspective.html

We’re objective, goal-driven,. The way an investment firm is compensated can be an indicator of how they do business. If they earn commissions, they may be predisposed to recommend products over pure objectives. We’re a fee-based investment advisory firm, which makes us more flexible and impartial when developing clearly defined investment strategies in concert with our clients. Investing is something we do with you . not to you. Estate and Tax Counseling. Atwood and Palmer, Inc.

5

Atwood & Palmer : Tailored Strategies

http://www.atwoodpalmer.com/tailored-strategies.html

Every client is unique. Therefore, no two portfolios are alike. We don’t believe in pre-packaged solutions or investments du jour. We formulate distinctly different strategies to suit the particular financial needs of each of our clients. We help them and their families secure a solid future for generations to come by diligently planning for important milestones. We also manage money with a conservative conviction leading to capital preservation and steady asset growth. Estate and Tax Counseling.

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Personalized investing isn’t about money that’s put in stock. It’s about the stock our clients put in us. Reputation and relationships matter. They engender trust the most essential element in effective wealth management. If investment advice comes before the establishment of client confidence, then satisfaction and success become distant possibilities. It’s all the more reason for us to get together and start a conversation. We help people make decisions that affect every aspect of their families’ lives.

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