FOUNDER | WEALTH ADVISOR
Shean Fletcher, AAMS®, AIF®
As the founder and president of Wealth|KC, I've dedicated my career to helping individuals and families achieve their financial goals. In 2018, I founded Wealth|KC with the mission to better serve clients and provide industry-leading financial advising to those in Kansas City and beyond.
After working part of my career as a financial advisor in a traditional broker-dealer, I realized there was a need for a more client-centric approach. I founded Wealth|KC to break away from the sales-driven model and focus on building long-lasting relationships with clients based on trust, transparency, and exceptional service.
By combining traditional wisdom with cutting-edge technology, I develop personalized strategies that align with my clients’ long-term objectives. I'm committed to empowering clients to make informed financial decisions and secure their financial future.
A main focus area of mine includes working with those close to retirement or retired to help build a plan that they can feel confident in, helping to make the transition easier from earning that income to enjoying what you’ve built. I also thoroughly enjoy working with small business owners - as one myself, I know the importance of having a handle on not only your personal finances but how those work together with your business and its plan. Both of these take complex financial planning - the more complex, the more impact we can have.
I am a graduate of Northwest Missouri State University with a Bachelor’s Degree in Financial Services. I currently am an Accredited Asset Management Specialist® and Accredited Investment Fiduciary®.
My personal life is as good as it gets. I have an amazing wife - Leah, two boys - Baron and Otis, and a German Shepherd named Clyde. We love to travel, visit our families, and explore KC (food recommendations are always welcome). Beyond that, I love to play golf, watch our favorite sports teams, and coach my 8-year-old’s basketball team.
AAMS® - Accredited Asset Management Specialist
AIF® - Accredited Investment Fiduciary