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Joel Lawson Advanced Wealth Strategies
Proactive Wealth Management with Access to Opportunities
We are an independently owned professional wealth management firm established over 9 years ago in Kansas City, MO specializing in Retirement Planning, Advanced Alternative Investments, and Comprehensive Wealth Management for a select group of families and closely-held business owners.
Our philosophy stems from a simple and fundamental principle: Assets Flow Toward Better Management Over Time.
When you work with us, you will work with independent advisors who measure themselves against enduring standards and an unobstructed view. Our Wealth Management Platform is a multi-tiered allocation that reduces risk while providing inflation-adjusted income for life and sustainable portfolio growth. It is a combination of implementing proven techniques and strategies and providing you access to exclusive products. A suite of independent differentiated products and services, such as alternative investments, experts in asset management, complex insurance case management, qualified plan design, financial planning and comprehensive wealth management strategies.
We also simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family. Having independence, prudently allows us to offer you an unbiased objective.
Founding proprietor and business owner Joel Lawson started his financial career here in Kansas City in 2001. In 2007 he partnered with Don Allenbrand his principle, who has offices in Briarcliff, North Kansas City. In 2009, Todd LeSage, joined the firm. With almost 35 years of combined experience, we are confident that you will find no other platform which allows you a better opportunity to reach your goals, in a risk-managed environment. Our team of "independent" investment professionals and assistants are dedicated to your overall wealth management goals and objectives.
Our broker dealer, First Allied Securities, Inc., an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. Advanced Equities is a Chicago-based venture capital investment bank with offices in Chicago and San Francisco.
