JW Advisory Group

JW Advisory Group Knowledge is power. It is also the foundation for intelligent, well-considered decisions. Today’s economic environment brings challenges.

When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I’ll work diligently to develop a program that carefully balances

investment strategies with preserving principal. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future. I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
09/04/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
09/02/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

There are thousands of Exchange Traded Funds available. Should you invest in them?
08/31/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

What role would taxes play in your investment decisions? Find out in this message.
08/28/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

Test your estate strategy knowledge with this short quiz.
08/26/2026

Test your estate strategy knowledge with this short quiz.

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Protect yourself from identity theft.
08/24/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
08/21/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

08/19/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Worried that inflation may rise in the years ahead? You’re not alone.
08/17/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Address

7500 College Boulevard
Overland Park, KS
66210

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+19136937247

Website

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