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Our Promise

OUR PURPOSE

 

Our purpose is to influence middle-class families to create multi-generational capital, thereby helping to make Cowley County the wealthiest county per capita in Kansas. 

OUR MISSION

 

Our primary mission is to inspire our clients to create personal financial and estate plans, including integrated investment management, so that they may achieve the benefits of multi-generational capital for themselves and their families.

OUR PROMISE

Our simple and heartfelt promise to you is that you will never be disappointed in our honesty and integrity, nor in our tenacious efforts to keep you and your financial plan up to date with empathetic advice and thoughtful insights.

Does that sound like the kind of advisory relationship that would be right for you?

Mike Harvey

Owner, Family Wealth Management, LLC

Winfield, Kansas