Kansas City, MO Office

HDQ Wealth advises individuals (including high‑net‑worth clients), trusts, estates, qualified retirement plans, and business entities. The firm provides fee‑based investment advisory and financial planning services, qualified‑plan consulting, family‑office coordination, business consulting, and educational seminars.

The firm delivers custom, primarily discretionary portfolio management using a tactical allocation approach aimed at reducing risk and improving performance, and may deploy a wide range of instruments—including equities, fixed income, mutual funds, options, structured products, private placements, real estate and oil/gas partnership interests, hedge funds, and cryptocurrencies. HDQ Wealth also recommends third‑party managed‑account programs (e.g., Orion, AssetMark, Betterment) and continues to provide oversight and monitoring of sub‑advisors.

Noteworthy distinctions include the firm’s active insurance business: investment adviser representatives are licensed insurance producers and HDQ Wealth operates affiliated insurance entities through which advisors may sell insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm also offers public educational seminars, has disclosed revenue‑sharing referral arrangements with bookkeeping and entity‑formation providers, and manages cryptocurrency accounts via multiple custodians and a dedicated NOMAD service for next‑generation investors, all of which broaden its service mix relative to many peers.