Midwest Wealth Management Partners - UBS Financial Services Inc.

The Lipari Team, based in Kansas City, MO, is a dedicated group of financial advisors at UBS Financial Services Inc. They offer targeted advice and insights to help businesses optimize their value, whether it's through growth, transition, or post-exit liquidity management. With access to the global resources of UBS, they provide financial stewardship and customized strategies to help clients achieve their goals. Led by Senior Vice President James Lipari, a seasoned financial advisor with over three decades of experience, the team focuses on developing long-term relationships and delivering quality client service. They specialize in business succession planning, wealth transfer strategies, and creating a clear path for clients to achieve their financial objectives. With a commitment to excellence, The Lipari Team aims to be the primary source of financial advice for their clients.Generated from the website

Focused on building long-term relationships with clients. At Sarver Vrooman Wealth Advisors we act in the best interest of clients. Our clients are the heart of our wealth management practice. We are committed to going the “extra mile” for clients and focus on the client experience by being transparent, punctual, available, and honoring our commitments.

We can help you embrace your financial future