Lenexa, KS Office

Tessara Wealth serves individual and high-net-worth clients with an emphasis on comprehensive financial planning and portfolio management, and also provides tax planning services and, under a separate engagement, preparation and filing of federal and state tax returns. The firm’s services cover retirement and estate planning, cash‑flow and debt management, employee benefits optimization, and may include implementation via third‑party managers.

The firm’s investment advice is grounded in passive portfolio construction and Modern Portfolio Theory, using low‑cost index funds and ETFs and relying on Betterment as an Outside Manager for many client accounts. Tessara commonly operates accounts on a non‑discretionary basis through Betterment while conducting periodic reviews and offering a modular ongoing financial planning engagement with onboarding and at least semiannual contact.

Compared with many peer teams, Tessara has an unusually large portion of assets managed non‑discretionarily through an automated platform and explicitly offers tax‑return preparation services, a service mix more typical of accounting firms than advisory teams. The firm also runs educational seminars (ranging from pro‑bono events to paid engagements), reports a focus on serving high‑achieving women, and does not maintain a minimum account size.