Penn Wealth Management


Penn Wealth Management ("PWM") is a registered investment advisory firm.  Advisory services are offered only to clients of Penn Wealth Management who have an advisory agreement in place.  This website is for informational purposes only. For more information or a copy of the firm's form ADV Part 2, please call (913) 538-7174 or email us at

Pursue your passion.

With nearly two decades of asset management experience, Penn Wealth Management can help you crystalize your financial goals and bring them to fruition.  We helped navigate our clients through the great tech meltdown of 2000, the crisis and financial aftermath of the 9/11 tragedy, and the banking crisis of 2008 and 2009.  We understand the role your wealth plays in making your dreams come true, and we will be with you every step along the journey.  Experience you can trust.

We don't make a move with your money until we understand you.  Your goals; your risk tolerance; your unique journey...


Let us help you build your future...

YOur Success


Personal wealth management involves a lot more than investment selection.  What are your goals?  What is your risk tolerance?  What happens to your wealth when the unexpected occurs?

Our Strategy

At Penn Wealth, one singular mission drives us: helping you define and achieve your dreams in life as quickly and efficiently as possible.  Understanding the risks and opportunities on the horizon is key...