Metcalf Partners Wealth Management

Metcalf Partners Wealth Management Comprehensive Wealth Management Group Providing Investment and Financial Planning.

Metcalf Partners Wealth Management began in 2012, and offers investment advisory services through WCG Wealth Advisors, LLC dba Metcalf Partners Wealth Management.

Fact: The earlier planning begins, the more flexibility you may have when making future financial decisions. See how pro...
09/04/2026

Fact: The earlier planning begins, the more flexibility you may have when making future financial decisions. See how proactive planning can create more options down the road. Visit https://www.metcalfpartners.com/

A yearly review and updates after major life events can help keep your plan aligned with changing goals and opportunitie...
09/03/2026

A yearly review and updates after major life events can help keep your plan aligned with changing goals and opportunities. Want guidance tailored to your goals? Visit https://www.metcalfpartners.com/

Rising government bond yields are throwing a wrench into investors' portfolios.
09/02/2026

Rising government bond yields are throwing a wrench into investors' portfolios.

A personalized financial plan can align investments, retirement goals, risk management, and legacy priorities into one c...
09/01/2026

A personalized financial plan can align investments, retirement goals, risk management, and legacy priorities into one coordinated strategy. Discover how a personalized strategy can support your future. Learn more at https://www.metcalfpartners.com/

08/28/2026

The Metcalf Money Moment podcast just tackled one of the biggest financial questions of the summer: should you buy an IPO on day one? Jeb, Ethan, and Eric break down the real history behind SpaceX, Meta, Uber, and Rivian, and why IPO hype rarely tells the full story.

Watch the video below!

https://youtu.be/eMAKVc9CU0M?si=3YCeanxrdReJHVWO

Myth: Choosing the next leader is the whole succession plan. Fact: A strong plan may also address training, knowledge tr...
08/28/2026

Myth: Choosing the next leader is the whole succession plan.

Fact: A strong plan may also address training, knowledge transfer, communication, timing, financial strategy, and legal documentation.

https://www.metcalfpartners.com/

A succession plan is not a one-time document. Regular reviews can help account for changes in leadership, company goals,...
08/27/2026

A succession plan is not a one-time document.

Regular reviews can help account for changes in leadership, company goals, ownership structure, and the owner’s personal financial priorities.

https://www.metcalfpartners.com/

Adoption of artificial intelligence for personal finance is surging. More than half (55%) of Americans said they used AI...
08/26/2026

Adoption of artificial intelligence for personal finance is surging. More than half (55%) of Americans said they used AI to help manage finances.

Address

7400 W. 130th Street Ste. 150
Overland Park, KS
66213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 12pm
Sunday 7am - 11pm

Telephone

+19138274618

Website

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