Could You Be Overpaying in Taxes Each Year?
Get a 45-Minute Tax-Saving Strategy Call for Just $47
Meet with a senior wealth advisor in Kansas City (no junior associates) and review 5–10 potential tax-saving strategies to discuss with your tax professional.
(No pressure. No sales pitch. Real strategies you walk away with.)
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Trusted by high-income professionals, early retirees, and business owners across the Midwest.
“Divvi Wealth Management has helped my parents navigate investment options. They needed help figuring out how to invest retirement monies aka the best plan to make money last for their golden years. The Divvi Wealth team did a wonderful job of reviewing my parents' financial assets/needs, how they plan to spend their time, and then came up with a financial plan. Communications and professionalism are what we have enjoyed most about working with Divvi.”
— Zachary Kramer
“I was referred to Divvi earlier this year and they have been a breeze helping me set up 401k's for my employees as well understanding my risk factor for existing investments and building a Taylor made plan that best suits me. I look forward to working with you for years to come. Thanks again Guys.”
— Patrick Cox
Awarded Gold for Wealth Management in Kansas City Favorites
When you work with us, you’re partnering with an experienced team of senior financial advisors dedicated to helping you pursue your financial goals.
Many High Earners in KC May Be Missing Tax Strategies — Are You?
In one session, you can explore strategies that may help you keep more of what you’ve earned.
You could be losing tens of thousands to taxes each year — not because of mistakes, but because proactive strategies were never reviewed.
In your session, we’ll cover:
✅ Areas where income may be unnecessarily exposed to taxes*
✅ Strategies that could help manage your tax burden legally*
✅ Ways to build a more tax-efficient plan without overhauling everything*
You worked hard to earn it. Now let’s help you keep more of it.
6 Reasons High-Income Earners & Business Owners in Kansas City Trust Divvi Wealth to Secure Their Financial Future
Transparency
Fiduciary responsibility to clients.
Direct Access to Advisors
No juniors, only seasoned advisors.
Tax Support
We aim to support you.
Personalized Planning
We only implement custom plans suited to you.
Award-Winning Service
2024 Gold Winner for Wealth Management in KC.
An Experienced Team
Each Partner has more than 20 years of experience.
Us vs. Them: Why Divvi Wealth Management Stands Out
| Feature | Divvi Wealth Management |
|---|---|
| Personalized Financial Plan | ✔ Yes |
| Direct Access to Senior Advisors | ✔ Yes |
| Tax Optimization Strategies | ✔ Yes |
| Real-Time Portfolio Monitoring | ✔ Yes |
| Fiduciary Commitment (We Work for You, Not a Commission) | ✔ Yes |
What You Get in Your $47 ‘Tax-Saving Ideas’ Session
A 30-minute in-person or virtual educational session with a senior wealth advisor.*
A discussion of potential tax-saving strategies for consideration with your tax professional.*
A copy of Divvi’s Wealth Freedom Framework overview and a summary of general tax observations.
Explore a Financial Planning Approach Designed to Help Manage and Grow Your Wealth
If you are seeking ways to better understand your tax situation and retirement strategy, we invite you to schedule a 30-minute Tax-Saving Ideas session.
During this session, we will share general observations and outline up to 10 tax-saving strategies that may be appropriate to discuss with your tax professional.*
You’ll receive educational information that may help you identify areas to further explore with your trusted financial and tax advisors.
For a limited time, the session is available for $47.
Availability is limited to the first 10 individuals who book this month.