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211<li id="menu-item-802" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-802"><a href="https://theperspectivegroup.com/clients/">Joining</a> 212<ul class="sub-menu"> 213 <li id="menu-item-788" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-788"><a href="https://theperspectivegroup.com/clients/">Clients</a></li> 214 <li id="menu-item-563" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-563"><a href="https://theperspectivegroup.com/careers/">Careers</a></li> 215</ul> 216</li> 217<li id="menu-item-703" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-703"><a href="https://theperspectivegroup.com/blog/">Blog</a></li> 218<li id="menu-item-416" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-416"><a href="https://theperspectivegroup.com/connect/">Connect</a></li> 219<li id="menu-item-42" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-42"><a target="_blank" href="https://theperspectivegroup.sharefile.com/filedrop/dx2c6c68-e102-496b-b9c5-965e4a91b6d6">Secure Upload</a></li> 220</ul></div> </nav><!-- .main-navigation --> 221 222 </div><!-- .site-header-menu --> 223 </div><!-- .header-right --> 224 <div class="clearfloat"></div> 225 </div><!-- .site-header-main --> 226 227</header><!-- .site-header --> 228 229 <div class="header-photo header-yes" style="background-image: url(https://theperspectivegroup.com/wp-content/uploads/2019/10/wealth-management-header.jpg);"> 230 231 <div class="overlay"> 232 233 <div class="header-caption"><h1>Wealth Management</h1> 234</div> 235 236 </div><!-- .overlay --> 237 238 </div><!-- .header-photo --> 239 240 <div id="content" class="site-content subnav-yes"> 241 242 <div class="subnav-menu"><div class="menu-what-we-do-container"><ul id="menu-what-we-do" class="menu"><li id="menu-item-269" class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-266 current_page_item menu-item-269"><a href="https://theperspectivegroup.com/what-we-do/wealth-management/" aria-current="page">Wealth Management</a></li> 243<li id="menu-item-308" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-308"><a href="https://theperspectivegroup.com/what-we-do/philanthropic-planning/">Creative Planning</a></li> 244<li id="menu-item-261" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-261"><a href="https://theperspectivegroup.com/what-we-do/investment-advice/">Portfolio Management</a></li> 245<li id="menu-item-281" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-281"><a href="https://theperspectivegroup.com/what-we-do/tax-planning-and-preparation/">Tax Planning & Prep</a></li> 246<li id="menu-item-273" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-273"><a href="https://theperspectivegroup.com/what-we-do/legacy-planning/">Legacy Planning</a></li> 247</ul></div></div> 248 249 250 251<div id="primary" class="content-area"> 252 <main id="main" class="site-main"> 253 254<article id="post-266" class="post-266 page type-page status-publish hentry"> 255 <header class="entry-header"> 256 <h1 class="entry-title">Wealth Management</h1> </header><!-- .entry-header --> 257 258 259 <div class="entry-content"> 260 <div data-elementor-type="wp-page" data-elementor-id="266" class="elementor elementor-266"> 261 <div class="elementor-element elementor-element-7b96005 e-flex e-con-boxed e-con e-parent" data-id="7b96005" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 262 <div class="e-con-inner"> 263 <div class="elementor-element elementor-element-da1c16b e-con-full shadow-box e-flex e-con e-child" data-id="da1c16b" data-element_type="container" data-e-type="container"> 264 <div class="elementor-element elementor-element-b114a3f elementor-widget elementor-widget-text-editor" data-id="b114a3f" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 265 <div class="elementor-widget-container"> 266 <p>By having an ongoing relationship with your lead financial planner and using our comprehensive and holistic planning and monitoring services, we believe that we offer an excellent value for essential wealth-management services. Our wealth-management services encompass our full suite of services. You will find that we strive to be World Class and that we continuously seek out input and feedback to help us improve your experience.</p> </div>
267 </div> 268 </div> 269 </div> 270 </div> 271 <div class="elementor-element elementor-element-02929b4 e-flex e-con-boxed e-con e-parent" data-id="02929b4" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 272 <div class="e-con-inner"> 273 <div class="elementor-element elementor-element-b1c94a1 e-con-full shadow-box e-flex e-con e-child" data-id="b1c94a1" data-element_type="container" data-e-type="container"> 274 <div class="elementor-element elementor-element-892135b e-con-full testimonial-quote e-flex e-con e-child" data-id="892135b" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 275 <div class="elementor-element elementor-element-6aa5747 elementor-widget elementor-widget-image" data-id="6aa5747" data-element_type="widget" data-e-type="widget" data-widget_type="image.default"> 276 <div class="elementor-widget-container"> 277 <img decoding="async" width="179" height="122" src="https://theperspectivegroup.com/wp-content/uploads/2024/05/start-quote.png" class="attachment-large size-large wp-image-729" alt="" /> </div> 278 </div> 279 <div class="elementor-element elementor-element-f7d9dce elementor-widget elementor-widget-text-editor" data-id="f7d9dce" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 280 <div class="elementor-widget-container"> 281 <p>You guys have a really great service that is not found elsewhere.</p> </div> 282 </div> 283 <div class="elementor-element elementor-element-4589633 elementor-widget elementor-widget-heading" data-id="4589633" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 284 <div class="elementor-widget-container"> 285 <h5 class="elementor-heading-title elementor-size-default">Chuck K., Albuquerque, NM</h5> </div> 286 </div> 287 <div class="elementor-element elementor-element-c0148c3 elementor-widget elementor-widget-image" data-id="c0148c3" data-element_type="widget" data-e-type="widget" data-widget_type="image.default"> 288 <div class="elementor-widget-container"> 289 <img decoding="async" width="179" height="122" src="https://theperspectivegroup.com/wp-content/uploads/2024/05/end-quote.png" class="attachment-large size-large wp-image-730" alt="" /> </div> 290 </div> 291 </div> 292 <div class="elementor-element elementor-element-5c10c7d e-con-full e-flex e-con e-child" data-id="5c10c7d" data-element_type="container" data-e-type="container" data-settings="{"background_background":"classic"}"> 293 <div class="elementor-element elementor-element-c709ec4 elementor-widget-divider--view-line elementor-widget elementor-widget-divider" data-id="c709ec4" data-element_type="widget" data-e-type="widget" data-widget_type="divider.default"> 294 <div class="elementor-widget-container"> 295 <div class="elementor-divider"> 296 <span class="elementor-divider-separator"> 297 </span> 298 </div> 299 </div> 300 </div> 301 <div class="elementor-element elementor-element-91cd999 elementor-widget elementor-widget-heading" data-id="91cd999" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 302 <div class="elementor-widget-container"> 303 <h2 class="elementor-heading-title elementor-size-default">Contact Us</h2> </div> 304 </div> 305 <div class="elementor-element elementor-element-a445b11 elementor-widget elementor-widget-text-editor" data-id="a445b11" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 306 <div class="elementor-widget-container"> 307 <p>Call us at <a href="tel:785-749-1881"><strong>785-749-1881</strong></a> or email <a href="mailto:[email protected]"><strong>[email protected]</strong></a>. Or fill out our form below and weâll reply as soon as possible!</p> </div> 308 </div> 309 <div class="elementor-element elementor-element-fdb9747 elementor-widget elementor-widget-shortcode" data-id="fdb9747" data-element_type="widget" data-e-type="widget" data-widget_type="shortcode.default"> 310 <div class="elementor-widget-container"> 311 <div class="elementor-shortcode"> 312<div class="wpcf7 no-js" id="wpcf7-f731-p266-o1" lang="en-US" dir="ltr" data-wpcf7-id="731"> 313<div class="screen-reader-response">
313<p role="status" aria-live="polite" aria-atomic="true"></p> <ul></ul></div> 314<form action="/what-we-do/wealth-management/#wpcf7-f731-p266-o1" method="post" class="wpcf7-form init" aria-label="Contact form" novalidate="novalidate" data-status="init"> 315<fieldset class="hidden-fields-container"><input type="hidden" name="_wpcf7" value="731" /><input type="hidden" name="_wpcf7_version" value="6.1.7" /><input type="hidden" name="_wpcf7_locale" value="en_US" /><input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f731-p266-o1" /><input type="hidden" name="_wpcf7_container_post" value="266" /><input type="hidden" name="_wpcf7_posted_data_hash" value="" /><input type="hidden" name="_wpcf7_recaptcha_response" value="" /> 316</fieldset> 317<div style="display: none;"> 318 <p><span class="wpcf7-form-control-wrap" data-name="your-subject"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text" aria-invalid="false" value="Contact form submission" type="text" name="your-subject" /></span> 319 </p> 320</div> 321<div style="display: none;"> 322 <p><span id="wpcf7-6abc38c12843b-wrapper" class="wpcf7-form-control-wrap cf7apps-honeypot-wrap your-title-wrap" style="position:absolute;width:1px;height:1px;padding:0;margin:-1px;overflow:hidden;clip:rect(0,0,0,0);white-space:nowrap;border:0;"><label for="wpcf7-6abc38c12843b-field" class="hp-message">Please leave this field empty.</label><input id="wpcf7-6abc38c12843b-field" class="wpcf7-form-control wpcf7-text" type="text" name="your-title" value="" autocomplete="new-password" tabindex="1000" data-cf7apps-tabindex="1000" /></span> 323 </p> 324</div> 325<div class="half-wrap"> 326 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="your-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required contact-half" aria-required="true" aria-invalid="false" placeholder="First Name" value="" type="text" name="your-name" /></span> </label> 327 </p> 328 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="last-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required contact-half" aria-required="true" aria-invalid="false" placeholder="Last Name" value="" type="text" name="last-name" /></span> </label> 329 </p> 330</div> 331<div class="half-wrap"> 332 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="your-email"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email contact-half" aria-required="true" aria-invalid="false" placeholder="Email" value="" type="email" name="your-email" /></span> </label> 333 </p> 334 <p class="contact-half"><label> <span class="wpcf7-form-control-wrap" data-name="your-phone"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-tel wpcf7-text wpcf7-validates-as-tel contact-half" aria-invalid="false" placeholder="Phone" value="" type="tel" name="your-phone" /></span> </label> 335 </p> 336</div> 337<p><label> <span class="wpcf7-form-control-wrap" data-name="your-message"><textarea cols="100" rows="5" maxlength="2000" class="wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required contact-message" aria-required="true" aria-invalid="false" placeholder="Message" name="your-message"></textarea></span> </label> 338</p> 339<p class="custom-submit"><input class="wpcf7-form-control wpcf7-submit has-spinner" type="submit" value="Submit" /> 340</p><input type='hidden' class='wpcf7-pum' value='{"closepopup":false,"closedelay":0,"openpopup":false,"openpopup_id":0}' /><div class="wpcf7-response-output" aria-hidden="true"></div> 341</form> 342</div> 343</div> 344 </div> 345 </div> 346 </div> 347 </div> 348 <div class="elementor-element elementor-element-a7390a5 e-con-full e-flex e-con e-child" data-id="a7390a5" data-element_type="container" data-e-type="container"> 349 <div class="elementor-element elementor-element-dfc98cf elementor-widget elementor-widget-text-editor" data-id="dfc98cf" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 350 <div class="elementor-widget-container"> 351 <p>This statement is a testimonial by a client of the financial professional as of 8/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benef
351its for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.</p> </div> 352 </div> 353 </div> 354 </div> 355 </div> 356 </div> 357 </div><!-- .entry-content --> 358 359</article><!-- #post-## --> 360 361 </main><!-- .site-main --> 362 363</div><!-- .content-area --> 364 365 366 </div><!-- .site-content --> 367 368 369 <footer id="colophon" class="site-footer" role="contentinfo"> 370 371 372 <div class="footer-menus"><li id="black-studio-tinymce-6" class="widget widget_black_studio_tinymce"><h2 class="widgettitle">The Perspective Group</h2> 373<div class="textwidget"><p>1421 Research Park Drive<br /> 374Suite 3A<br /> 375Lawrence, KS 66049</p> 376<p>Office: <a href="tel:785-749-1881">(785) 749-1881</a></p> 377<p>Fax: (785) 749-1100</p> 378<p><a href="mailto:[email protected]">[email protected]</a></p> 379</div></li> 380<li id="black-studio-tinymce-3" class="widget widget_black_studio_tinymce"><h2 class="widgettitle">Client Center</h2> 381<div class="textwidget"><ul> 382<li><a href="https://accountview.lpl.com/web/login" target="_blank" rel="noopener">Account View</a></li> 383<li><a href="https://theperspectivegroup.sharefile.com/filedrop/dx2c6c68-e102-496b-b9c5-965e4a91b6d6" target="_blank" rel="noopener">Secure Upload</a></li> 384<li><a href="https://theperspectivegroup.com/wp-content/uploads/2024/06/part-3-relationship-summary.pdf" target="_blank" rel="noopener">Client Relationship Summary</a></li> 385</ul> 386</div></li> 387<li id="black-studio-tinymce-4" class="widget widget_black_studio_tinymce"><h2 class="widgettitle">Quick Links</h2> 388<div class="textwidget"><ul> 389<li><a href="https://theperspectivegroup.com/">Home</a></li> 390<li><a href="https://theperspectivegroup.com/about-us/">Team</a></li> 391<li><a href="https://theperspectivegroup.com/what-we-do/">Services</a></li> 392<li><a href="https://theperspectivegroup.com/our-approach/">About</a></li> 393<li><a href="https://theperspectivegroup.com/clients/">Joining</a></li> 394<li><a href="https://theperspectivegroup.com/blog/">Blog</a></li> 395<li><a href="https://theperspectivegroup.com/connect/">Connect</a></li> 396</ul> 397</div></li> 398<li id="custom_html-2" class="widget_text widget widget_custom_html"><div class="textwidget custom-html-widget"><a href="https://www.facebook.com/pages/The-Perspective-Group/282762405233244?ref=hl" target="_blank"><img src="/wp-content/themes/tpg/images/facebook.svg" alt="" /></a> 399<a href="https://twitter.com/PerspectiveRIA" target="_blank" rel="noopener"><img src="/wp-content/themes/tpg/images/x-twitter.svg" alt="" /></a> 400<a href="https://www.linkedin.com/in/theperspectivegroup" target="_blank" rel="noopener"><img src="/wp-content/themes/tpg/images/linkedin.svg" alt="" /></a> 401<p style="margin-top: 20px;"><a href="https://theperspectivegroup.com/our-goal/our-firm/"><img class="alignnone size-full wp-image-384" src="https://theperspectivegroup.com/wp-content/uploads/2019/10/certified-b-corp.png" alt="" width="50" height="83" /></a></p></div></li> 402<div class="clearfloat"></div></div> 403 404 405 406 <li id="black-studio-tinymce-2" class="widget widget_black_studio_tinymce"><div class="textwidget"><p>Check the background of your financial professional on FINRA's <a href="https://brokercheck.finra.org/" target="_blank" rel="noopener">BrokerCheck</a>.</p> 407<p>Securities offered through LPL Financial, Member <a href="https://www.finra.org/#/" target="_blank" rel="noopener">FINRA</a> / <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>. Advisory services offered through The Perspective Group, LLC, a registered investment advisor and separate entity from LPL Financial.</p> 408<p>The Perspective Group is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or The Perspective Group related services.</p> 409<p>The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MN, MO, MS, NC, NE, NJ, NM, OH, PA, SC, TN, TX, VA, WA, WI.</p> 410</div></li> 411 412 413 <div class="site-info">
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