Sarver Vrooman Wealth Advisors Renews and Customizes Independence With First Clearing and TradePMR RIA Platform.

Press Release • Feb 26, 2025
SVWA Team

KANSAS CITY, Mo., February 26, 2025 (Newswire.com) - Sarver Vrooman Wealth Advisors, a $430 Million boutique, independent wealth advisory firm specializing in serving accredited investors-primarily engineers, executives, and entrepreneurs-has announced the launch of its Registered Investment Advisor (RIA) practice. This milestone, celebrated on Valentine's Day, marks a renewed commitment to holistic wealth management and client education.

The Team has partnered with First Clearing and TradePMR to enhance their independence and provide customized technology, a wide array of investment strategies, and fiduciary services.

Managing Partner Peter Vrooman stated, "We are customizing and upgrading our independent practice to better serve the needs of our niche clients."

Team Credentials and Experience

The Sarver Vrooman Wealth Advisors' Team is composed of the following individuals:

Jonathan Sarver, CPWA®, JD:

Managing Partner -- Wealth Advisor, Senior Portfolio Manager, Director of Client Education and Experience

Author of 6 Essential Practices for Income Investors. Graduated Boston University cum laude and Seton Hall University School of Law

Peter, Vrooman, CFA®, CAIA®, CRPC®, CIMA®:

Managing Partner -- Wealth Advisor, Senior Portfolio Manager, Chief Investment Officer

Graduated University of Chicago with a degree in economics

Thomas King, MSF:

Partner - Wealth Advisor, Portfolio Manager, Director of Alternative Investments

Equity Partner with extensive private equity experience and a Master of Science in Finance from the University of Miami

Ron Dietz, CPWA®, CIMA®, CMFS:

Partner - Wealth Advisor, Portfolio Manager, Director of Risk Management

Equity Partner with 17 years of experience in convertibles, alternatives, and growth equities

Jessica Estes, MBA:

Chief Operating Officer and Chief Compliance Officer

18 years of experience with the Team and has an MBA from Avila University

Kat Aguilar:

Operations Specialist

Advantages of the RIA Model

The Firm highlights four key benefits of its transition:

  1. Technology: A customizable tech stack for enhanced financial planning and client service.

  2. Investments & Research: Access to strategies and research beyond proprietary sources.

  3. Holistic Services: Collaboration with external professionals like attorneys, accountants and mortgage advisors for comprehensive client support.

  4. Fee-Only Fiduciary Model: Helping to eliminate conflicts of interest to prioritize client needs.

The Team's dedication to advanced education has earned them recognition on the Forbes list five times, including three as a team, with accolades in both Kansas and Missouri.

For more information about Sarver Vrooman Wealth Advisors' services or their new RIA platform, visit https://www.svwealthadvisors.com/.

Contact:

Sarver Vrooman Wealth Advisors
9237 Ward Parkway, Suite 320
Kansas City, MO 64114
Phone: 816-601-1150
Email: info@svwealthadvisors.com
Website: https://www.svwealthadvisors.com/

Advisory services are offered through Sarver Vrooman Wealth Advisors LLC, an SEC Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training.

Sarver Vrooman Wealth Advisors LLC is not a law firm and does not provide legal advice.

All investing involves risk including loss of principal. Past performance does not guarantee future results.

Contact Information

Jonathan Sarver
Managing Partner -- Wealth Advisor, Senior Portfolio Manager, Director of Client Education and Experience
jonathan.sarver@svwealthadvisors.com
(816) 601-1151

Jessica Estes
Chief Operating Officer and Chief Compliance Officer
jessica.estes@svwealthadvisors.com
(816) 601-1153

Source: Sarver Vrooman Wealth Advisors

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About Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors help clients with investment planning and comprehensive wealth management including: retirement planning, asset management, liability management, insurance reviews, trust services, gifting strategies, and estate plan strategies. We strive to provide our clients with exceptional service through a disciplined process in order to develop a financial plan that is appropriate to each of our client’s distinctive needs. Our process is shaped by the following characteristics:

• We are fiduciaries with a holistic focus on our clients’ total financial picture.
• From helping with retirement planning, asset allocation and investment planning to assisting with liabilities and providing access to experts in insurance and estate planning strategies.
• Help clients invest for retirement income.
• Focus on capital preservation while seeking modest growth and consistent returns.
• Utilize an asset allocation process in order to help reduce risk and provide access to custom-tailored wealth management services for each client.
• Provide advice in the areas of concentrated stock positions, ESOPs, and company stock options.
• Utilize a financial planning process to help ensure that our clients are “on track” to meet their retirement funding goals.
A key part of Sarver Vrooman Wealth Advisors’ practice has been offering strategies with a focus on risk management. This includes value equities, dividend equities, convertible bond strategies, diversified bond strategies and alternative investments. A majority of our clients are Engineers, Corporate Executives, Doctors, and Business Owners.

www.svwealthadvisors.com
Sarver Vrooman Wealth Advisors
9237 Ward Parkway , #320
Kansas City, MO
64114

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