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Noah Winstead, CFA, CFP - Strategic Wealth Partners - Northwestern Mutual

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Mission Woods, KS
Noah Winstead, CFA, CFP - Strategic Wealth Partners - Northwestern Mutual

At Strategic Wealth Partners, I help people all across the US build wealth with simple, strategic financial principles. Hi! My name is Noah Winstead.
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If you want to optimize your journey to financial freedom, let's talk. I'll help you make a clear plan to build wealth. I am a private wealth advisor with Strategic Wealth Partners, a boutique financial planning and advisory firm in the Kansas City Metropolitan Area. My passion is helping the next generation of dreamers and achievers build generational wealth. People in their 20s-40s have been neglected by the financial industry for far too long, and I've built a process that lets me meet people where they are in life, regardless of career progression or income level. No matter the number of 0's attached to your net worth, I strongly believe that anyone could benefit from a quick conversation with me about the strategies and philosophies I share with my clients. If you're ready to take the first step to building generational wealth, shoot me a message. I can't wait to hear from you.

10/26/2026

My wife, Melissa, is officially an award-winning meteorologist!

She won her first Emmy over the weekend for some incredible coverage of flash flooding in the KC metro, and she received her first solo weathercast award from the Kansas Broadcasters Association as well.

Words can’t describe the sacrifice and determination this woman puts on display day-in and day-out to achieve these incredible things at this point in her career. It’s remarkable, and I’m so proud to call her my wife and life partner.

Cheers to many more milestones in the years to come! I’m proud of you, babe.

10/23/2026

How do I get paid as a financial advisor, and why is it worth it?

Our average client fee is around 1% of the assets we manage. Why would someone pay this when you can get solid returns in an index fund?

There are 3 economical reasons why people happily pay my fees:

1. They think that the proactive financial planning we do around where the money is saved, how it is invested, and how we end up distributing the money will create realized rates of return greater than what they could create on their own.
2. They think that the investments my team and I choose can create long term value of 1% better than what they could recreate their own.
3. Their time being spent doing what they love and/or are better at will create 1% better value for themselves.

If the combination of your answer to any of those 3 questions leads to value greater than my fees, the answer of if it is worth it or not is a no brainer.

I firmly believe we deliver multiples of value compared to the fees we charge.

If you don’t feel like you are getting this kind of value from your current advisor, you either have the wrong advisor or you truly could do all of this on your own.

📤 Message me today to schedule an introductory call!
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10/21/2026

Do you have a will, living will/advance directive for health care, and updated beneficiary designations on retirement accounts and life insurances? If not, it’s crucial that you do. Plus, it’s not terribly complicated to knock it out.

It’s crucial that you have all of these things taken care of. I’ve seen the consequences of not having these buttoned up, and it can leave tremendous strain on your loved ones if something were to happen to you.

Dying without a will creates an administrative nightmare for your beneficiaries. They’ll have to petition the court open your estate, pay expensive attorney fees, and completely disrupt their lives to get everything done.

I’ve seen people mess up by having their estate or a trust as the beneficiary of their IRA, and it can lead to tens of thousands in extra taxes to your heirs.

Bottom line: you need to have this stuff done in order to have a rock solid financial plan.

My financial planning process introduces these concepts to you, and I have connections with low cost solutions to do the legal side of this work. For more complex cases and high net worth individuals, I help connect clients to reputable attorneys to knock these things out.

Estate planning can create hundreds of thousands or millions of value for you. Reach out to learn more.

📤 Message me today to schedule an introductory call!
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Throwback to last Halloween with Cal!

10/19/2026

The SEC was pure pandemonium this past college football Saturday.

Bama, Georgia, and Texas all went down to teams far below their talent level. As a fan, it was awesome to see.

How’d they get beat? They didn’t take care of the basics. They got beat at the line of scrimmage and turned the ball over too much.

Block, tackle, and take care of the football. That’s all teams with their kind of talent need to do, yet year in and year out teams don’t do that.

In financial planning, taking care of the basics is just as important. Instead of blocking, tackling, and taking care of the football, it’s living within your means, saving at least 20% of your income, and making sure you have the right financial protections in place.

And I see a staggering amount of people not take care of the basics.

Even if you think you have the financial basics covered, you should talk to a world-class advisor like myself to see what else is possible to maximize your savings and accomplish your goals.

While I love the chaos in college football, I don’t love the chaos of ignoring the basics in someone’s financial life. Reach out to me today to learn more.

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10/16/2026

One of the main reasons I’m so convicted with what I do is my experience in a job I used to have.

I love the idea of people being able to manage their personal finances and investments themselves.

I loved the idea so much that I excelled in my role with one of the biggest retail brokerage firms in the world helping people do just that…

But what I saw there from individual investors troubled me.

Often times they made the worst decisions possible for themselves.

They sold their investments when the markets declined in fear of losing more… right when their bets were most likely to turn around.

They were day trading stocks and options when they didn’t understand the risks of what they were doing.

They were operating under the assumption that they could beat the market when the numbers tell you that even professionals who research investments 24/7 almost always fail to beat their benchmarks.

Now, I take over these decisions for my clients and let them get on with their lives and what they are uniquely skilled at while I do what I’m uniquely skilled at… which is advising them on their finances

I’m blown away every day with the value I’m able to provide for clients, and I’d love to tell everyone more about it.

Follow along here to learn from my posts!

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10/14/2026

Families who make over $250k per year get a lot of value working with me, but the biggest thing they get might surprise you.

It’s accountability.

I help my clients get clear on what they want to accomplish, then I help them implement a plan to achieve it. Then I help hold them to the plan while still being somewhat flexible and definitely providing optionality within the plan.

That might look like pushing you to make sure your savings rate stays at 20% when you get a big raise or have a big year in your business. But letting you save less than that in a one-off year with the expectation of getting back on track in the near future.

It might be holding you accountable to making an uncomfortable move that helps you pay less in taxes long term but maybe eat some taxes in the short term.

It’s holding you accountable to maintaining an abundance mindset and expecting more from yourself in your career.

I’d argue that 90% of the value you get from an excellent advisor is behavioral.

People tell me all the time that I help them sleep better at night, and we deliver crazy value to clients with our planning. Let’s talk about it.

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10/12/2026

Everything feels insanely expensive these days, and you shouldn’t be surprised by it.

People have been complaining about inflation ever since currency was first widely used in ancient times. All of our great grandparents and grandparents heard their great grandparents and grandparents complain about it too.

In general, the government (through the Federal Reserve System) likes to see inflation at a cool 2% or so. That’s because as the economy and our resources grow, they are printing money all the while for us to all pay for the cool stuff we can now all buy.

The problem is that it seems to have gotten a little out of control over the past 5 years. I too have noticed that everything seems to have doubled in price.

Things getting more expensive isn’t problematic though when you own assets that are also getting more expensive like real estate, stocks, or personally own a business. The market has far outpaced inflation over the past 100 years, and it has over the past 5 too.

Inflation was even worse back in the 1970s and 80s, routinely above 8% and sometimes upwards of 13%. That’s almost twice as bad as today.

And no, you don’t want things to get cheaper. The last time that happened meaningfully was the Great Depression, and no one was very happy about it. You wouldn’t be either because most people would lose their jobs if something comparable happened.

All of this is a long-winded way of saying that inflation doesn’t feel great, but you don’t have to worry about it if you save and invest your money. Find a way to make more money, cut expenses, or preferably, do a combo of both. Then quit worrying about it.

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10/09/2026

This is my face when I see a GIGANTIC cake and.... some people's stock/bond mix

What are stocks and bonds?

The average person doesn’t know the answer to this question.

It’s an important one to know if you aspire to wealth one day.

A stock is ownership in a company while a bond is a debt you extend to a company

If you know a business owner, say a hair salon owner, that person is a stockholder in their own business.

You can do similar things by buying stocks in corporations around the world in numerous ways

That same salon owner might go to a bank to get a loan for a new building to grow their business

They will pay interest to the bank along with repaying the original sum received

This is similar to bonds issued by companies and governments.

Traditionally, stocks offer more upside potential while being riskier while bonds provide less upside but are considered safer.

Most people will own or have exposure to both of these things at some point in their life.

The appropriate mix for your portfolio depends on countless factors.

One of the most important decisions you will ever make is how much you allocate to these two broad types of financial instruments

That’s why clients turn to me to make the decision for them.

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This is my face when I see some people's allocations!

10/07/2026

One of the most common objections I get from potential prospects is that they don’t want to put in the work necessary to get a financial plan in place

The all-in time spent talking with me from our introductory call to implementing my recommendations is usually 3-5 hours up front and then 2-3 hours per year thereafter once you are a client of mine. That’s a small price to pay to get on track for financial independence.

Most of that time is spent directly speaking to me. The only real legwork that my clients typically need to do on their own is compile statements from old investment accounts and look up figures on their monthly bills.

I’ve learned that people who say no to me aren’t actually rejecting me. They are almost always rejecting themselves. I know the work that I do is some of the most impactful, high-leverage stuff in the world.

Do you find yourself constantly putting off your finances? I’ve found that I have a unique ability to get people to take action on improving their financial lives. I’d love to chat and see if you are a candidate for the kind of work I do.

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10/02/2026

You are in your 50s, have had a great career, and feel like you are on the cusp of being able to retire.

You saved religiously, got the kids out of the house, and feel like you socked enough money away to maybe be able to retire. But now what?

A lot of people have no idea how to shift from being paid a stable paycheck to having to spend down their nest egg. Most people’s nest eggs look something like this in their mid to late 50s.

401k: $1.4mm

Roth IRA: $200k

Traditional IRA: $400k

Non-qualified assets: $500k

Home Equity: $400k

But they have absolutely no clue which accounts they should pull from, in what order, and for what reasons in retirement. And that’s because shifting from receiving pay checks to paying yourself is an incredibly difficult concept.

That’s where I’ve found myself to provide some of my best value. I build retirement projections for people, and we optimize the order of withdrawal from different accounts to maximize net of tax retirement income.

We then go a step further and make sure that your nest egg is invested in a way that allows you to sleep well at night. The last thing I want is for you to trade your job stress for market stress.

And for one last kicker, we do all of this planning and account for what you want to leave behind to the next generation. I work best with people who want to create generational wealth and are charitably inclined.

If this sounds like something you or someone you know is struggling with, let’s have a chat. And if you want to create these problems for yourself by building the wealth in the first place, I can help there too. You need to either have a plan or plan for mediocrity. Happy Friday!

📤 Message me today to schedule an introductory call!
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Tomorrow marks 6 years since I convinced Melissa to be my girlfriend!

Address

2000 Shawnee Mission Pkwy Ste 115
Mission Woods, KS
66205

Opening Hours

Monday	7am - 5pm
Tuesday	7am - 5pm
Wednesday	7am - 5pm
Thursday	7am - 5pm
Friday	7am - 5pm

Website

https://www.thestrategicwealthpartners.com/

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