Wichita Wealth Management

Wichita Wealth Management Wichita Wealth is a fiduciary, fee-only financial planning firm serving clients in Wichita. Wichita Wealth was started by Jeff Stukey 15 years.

He was looking for real, objective advice and got tired of being sold annuities. I took over as lead advisor from Jeff after only 4 years, which is 6 years sooner than the industry average. At this point I have worked with hundreds of people to help them successfully plan for their retirement. In 2021, I bought the practice with a vision to make it the premier firm for retirement advice in Wichita

because it is not right how many people suffer from bad advice, products they don't need, and boring financial meetings! Our specialties include:
1)Developing a plan so you don’t run out of money
2) Planning so you do not overpay the IRS
3) Delivering peace of mind so you can focus on what you love most, NOT worry about money

Our investing philosophy has 8 pillars:
1) Objectivity in a traditionally subjective area.
2) Purpose > Plan > Portfolio
3) The long-term trend of the markets is up.
4) Market timing and picking individual stocks is not a good long-term strategy. There are exceptions but they do NOT prove the rule.
5) Owning and holding stock in high-quality companies is the best inflation hedge.
6) Being broadly diversified across a range of asset classes is the ticket to long-term success.*
7) We focus on what we can control such as asset allocation and investing selection.
8) Maintaining discipline to stay invested.
* Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future returns. To learn more, visit https://wichitawealth.com/

If you have been putting off that first meeting with a financial planner, here are 5 reasons to set up that initial meet...
07/22/2024

If you have been putting off that first meeting with a financial planner, here are 5 reasons to set up that initial meeting today.

By Jonathan Harner, CFP® Many people put off financial planning because of the cost. But did you know not using a financial advisor to create a clear-cut financial plan could be causing you to lose money? If you have been putting off that first meeting with a financial planner, here are 5 reasons t...

At Wichita Wealth, our mission is to provide premier retirement investing and planning to those 55 plus so that they can...
07/19/2024

At Wichita Wealth, our mission is to provide premier retirement investing and planning to those 55 plus so that they can enjoy their financial independence.

We believe clients are happier, healthier, and wealthier with Wichita Wealth as their trusted advisor.

Who We Serve Who We Serve Wichita Wealth is independent and operates as a fee-only, fiduciary financial advisor. This means we have to give clients advice in their best interest and since we are paid exclusively by our clients, we are incentivized to do so. We specialize in serving those who have at...

Watch this short video as I explain 3 reasons why market timing doesn’t work and what you should do instead.
07/17/2024

Watch this short video as I explain 3 reasons why market timing doesn’t work and what you should do instead.

By Jonathan Harner, CFP® Have you heard the saying “Time in the market is what matters, NOT timing the market”? There is much truth to this old adage. While the popular investment strategy, known as market timing, is alluring because of the potential to make a lot of money in a short amount of ...

We specialize in working with clients who are either retired or within five years of retirement who are interested in ta...
07/15/2024

We specialize in working with clients who are either retired or within five years of retirement who are interested in tax planning, charitable giving, and ensuring their investments are ready for retirement.

Give us a call today to learn more about how we can help you reach your goals!

Experienced financial planners in Wichita, KS offering personalized investment advice, retirement planning, and wealth management services.

Equity compensation in the aerospace industry can create complicated tax situations. In this video, Jonathan Harner of W...
07/12/2024

Equity compensation in the aerospace industry can create complicated tax situations. In this video, Jonathan Harner of Wichita Wealth explains how financial planning can help you find investment strategies to reduce your taxes.

⬇️ Watch to learn more.

Are you an aerospace professional who needs tax help? Watch my video on the complex tax issues that can arise from your unique compensation.

We don’t like overpaying the IRS and neither do our clients, so we help you minimize your lifetime tax liability while m...
07/10/2024

We don’t like overpaying the IRS and neither do our clients, so we help you minimize your lifetime tax liability while maximizing your wealth.

Do you have questions about your financial strategies? We can help! Give us a call today.

Tax Strategy Tax Strategy As part of our wealth management, we develop a tax-planning strategy. We don’t like overpaying the IRS and neither do our clients, so we help you minimize your lifetime tax liability while maximizing your wealth. Our tax-planning strategies focus on: Taking advantage of p...

Is the clock ticking on Social Security? Learn more about the future of this vital program and what it means for you.
07/09/2024

Is the clock ticking on Social Security? Learn more about the future of this vital program and what it means for you.

Discover the truth about Social Security sustainability with insights from Jonathan Harner, a financial advisor in Wichita, Kansas.

Many people underestimate the expenses and level of care they’ll need, including supplemental Medicare plans and long-te...
07/08/2024

Many people underestimate the expenses and level of care they’ll need, including supplemental Medicare plans and long-term care. However, with wise investment decisions and proper planning, you can reduce the uncertainty and better prepare for your retirement.

Here are four factors to consider.

By Jonathan Harner, CFP® Maintaining health in retirement comes with significant costs, and it’s crucial to plan for them in advance. Many people underestimate the expenses and level of care they’ll need, including supplemental Medicare plans and long-term care. However, with wise investment de...

Want to feel more confident about your financial future? We can help!Give us a call today to take the first step.
07/05/2024

Want to feel more confident about your financial future? We can help!
Give us a call today to take the first step.

Schedule Appointment Now! 889 N Maize Rd, Suite 109 Wichita, KS 67212 [email protected] 316-722-1010 316-221-1009 Wichita Wealth is a fiduciary, boutique firm that provides a long-term relationship without a long-term contract. Clients have the flexibility to work with us in a variety of wa...

Happy Fourth of July! We hope you have a fun and safe day celebrating with your loved ones 🎇
07/04/2024

Happy Fourth of July! We hope you have a fun and safe day celebrating with your loved ones 🎇

🏛️🇺🇸 There’s no doubt that changes in political leadership can significantly influence policies and societal dynamics. A...
07/03/2024

🏛️🇺🇸 There’s no doubt that changes in political leadership can significantly influence policies and societal dynamics. As an investor, you might naturally assume that the outcome could profoundly affect the market and your investments.

💬 With the current election process in motion, let’s explore the extent of influence a President holds over the economy, and what actions you can take in response.

Read how the presidential election may impact the economy and your investments. Jonathan Harner is a financial advisor based in Wichita, KS.

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889 N Maize Road
Wichita, KS
67212

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