We Don't Just Offer the Kansas City Financial Advisor Services You Need, We Integrate Them
Prevail is proud to call Kansas City home – serving the entire metro area in both Missouri and Kansas.
With our headquarters in the Heart of America, our team represents the values often associated with this part of the country. Prevail is built on a solid foundation of people with integrity, strong work ethic and a desire to have a significant impact on the community. With Kansas City being the home for some of the largest financial advisory firms in the country, Prevail takes a uniquely strategic approach to wealth creation and has been recognized as one of Kansas City’s fastest growing companies.
When it comes to investing, we all have one goal in common – to have accumulated enough wealth to enjoy financial freedom and live the life you want to live. However, with conventional financial planning, it’s like flying into a strong head wind when you consider uncontrollable factors like income tax rates, contribution limits and distribution restrictions. We turn traditional wealth management on its head by surrounding each client with a financial board of directors who work as a team to help create, grow and preserve our clients’ total wealth. Because we think it’s time for better Kansas City wealth management locally and every market we serve!
Significant implications from potentially changing income tax rates will have a major impact on all of us. At Prevail, we believe that diversification not only includes limiting investment exposure to market volatility, but also planning for fluctuations in income tax rates—so that you can ultimately keep more of what’s yours.
Many Kansas City financial Investment Advisors Representative continue to advise clients based largely on traditional thinking—thinking that was applicable to the financial environment of 40-50 years ago. But, at Prevail, we intentionally leave those traditions in the past. Our philosophy is that clients should not only diversify by asset class and type to protect against market volatility, but also diversify to protect against higher future income taxes.
The pace of market change, market volatility, tax law changes, additions to the types of investments on the market, as well as the tools needed to buy, sell or track the performance of our investments—all of these have changed dramatically. Yet, the traditional approach to investment management remains largely the same. In addition to maximizing tax deferred investments, the conventional advice is to “diversify” by putting your money in a few different funds—based on your risk tolerance—to better ride out the ups and downs of the market.
The “strategy” of riding out the ups and downs of the market isn’t a strategy at all. Although, in some cases, it can provide a sense of safety from growth over time, it’s still a passive approach. But when it comes to building wealth, is PASSIVE enough? With this type of approach, you’re paying someone to “check in” on your money…on occasion. Doesn’t seem like a smarter move to partner with a team who are proactively analyzing opportunities in the market and actively buying and selling the same way they do with their own money?
Many successful business owners in Kansas City have concentrated heavily on the success and growth of their business, generating income, creating a valuable asset, and building long-term wealth. Additionally, they’ve often surrounded themselves with a variety of experts to handle various aspects of their finances including CPAs, insurance agents, brokers, attorneys, etc. Their focus on the business is key to driving growth, but can also cause blind spots when looking at their total wealth picture—both in the present and the future.
As an asset class, a business is considered an alternative private market asset and highly illiquid. Up to 90% of personal wealth is concentrated in many privately held businesses, but typically Kansas City financial Investment Advisors Representative only allocate 10% or less of a client’s portfolio to this type of an asset class. Said more simply, business owners can be too highly concentrated in their business from a financial planning perspective.
At Prevail, managing money is more than financial. It’s personal. And it’s personalized. We never use a cookie-cutter approach. Every client is different and so must be their approach to creating, growing, protecting, and distributing their wealth. The “model portfolio” where money is stacked in different funds (ex. conservative, balanced, value, growth, aggressive growth, etc.) isn’t necessarily a model for today. Today’s market is unique. And so are the needs of our clients. Since the economy, the world, and our individual situations can change at a break-neck speed, Prevail takes into account not only our clients’ risk tolerance and asset class diversification, but also their overall tax strategy—that layers in another level of protection of assets.
Active and strategic management.
Our portfolios are built from stocks that we have researched, analyzed, tracked, forecasted, and tested. The strategic plan for how to leverage these investments is custom-built for every client. In other words, we have flipped the typical business model on its head. Instead of employing a large number of RIAs (Registered Investment Investment Advisors Representative) to accumulate AUM (Assets Under Management), we’ve poured our resources into technical analysis to generate wealth-creating opportunities for our clients. This provides our Kansas City wealth management team with tremendous opportunities to help clients limit downside exposure in market downturns, and maximize upside during positive trends.
Company Info
This communication is neither an offer to sell nor a solicitation of an offer to buy any security. An offer may only be made via a written offering document by Prevail Alternative Assets, LLC (“Prevail”). Prevail will provide such offering documents (“Documents”) only to qualified accredited investors and has prepared this communication solely to enable you to determine whether you are interested in receiving additional information about it or the real estate project summarized above (the “Project”). This communication must be read in conjunction with the Documents prior to making any investment decision. Information about the Project contained herein has not been audited or reviewed by any third party. While projections about the Project’s future performance is based on Prevail’s experience and good faith judgments, the recipient should understand that projections are based on numerous assumptions, including that the current economic environment continues, that existing asset performance trends will continue to track business plans, that historical behavior of the Project’s property type will not change, that perception of market opportunities for disposition will hold true, and that the competitive landscape within which the Project operates will not change. Returns to investors would be contingent upon numerous events occurring and subject to considerable risks. Significant assumptions were made by Prevail to calculate the presented projections, including assumptions on the amount of leverage used by the Project, the Project having sufficient assets and cashflows, debt service and capital expenditures, the continuation of favorable leasing terms, the operating costs for the Project, the costs of taxes and insurance, the absence of claims against the Project, that lease terms (including rental rates) continue, that projected occupancy and rollover rates continue, that management and other expenses remain constant, and that property-level debt will not need to be refinanced at less favorable terms.
The Project’s future capitalization will be contingent upon numerous events occurring and subject to considerable risks. The occupancy and rollover rates of the Project will be dependent upon many factors beyond the control of the Project or Prevail. Any expression of targeted rates is merely a statement of a goal. Significant assumptions were made by Prevail to calculate the presented occupancy and rollover rates. Many factors can impact the Project’s after-tax returns, including the risk that tax laws may change. A myriad of factors may impact the Project’s ability to achieve any returns. Any number of factors could contribute to results that are materially different. All investment opportunities presented by Prevail involve substantial risk and may result in the loss of some or all of your investment. Please do not forward this email.
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