Comprehensive and customized financial planning solutions for all stages of life

 
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Personal Financial Planning and Wealth Management 

Whether retirement is around the corner or decades away, we are here to help you achieve financial success.

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Corporate Retirement Plans 

Whether you have 10 employees or 10,000, we create innovative and competitive plans with a focus on successful retirement outcomes for participants.

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913-890-8767

Grant M. Trimble

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Kansas City Office:                                             San Diego Office: 

6800 College Boulevard, Suite 630               12340 El Camino Real, Suite 300

Overland Park, Kansas 66211                           San Diego, California 92130

913-890-8767                                                

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Investment advisory services provided through V Wealth Advisors LLC, a registered investment advisor doing business as "Trimble Investment Group."

 

All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. 

 

Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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VWealth Advisor, LLC is a registered investment adviser located in Overland Park, Kansas. VWealth Advisory may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

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Accordingly, the publication of this web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the investment adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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A copy of the firm’s current written disclosure statement discussing its business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from the firm upon written request. The firm does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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Insurance products and services are offered and sold through Ash Brokerage and individually licensed and appointed insurance agents.

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