--- title: Investment Management Services in Overland Park, KS | MN Wealth --- [Skip to the main content.](https://www.mnwealthadvisors.com/services/managing-investments#main-content) [![MNWA_Horizontal_Full Color](https://www.mnwealthadvisors.com/hs-fs/hubfs/MNWA_Horizontal_Full%20Color.png?width=3032&height=720&name=MNWA_Horizontal_Full%20Color.png "MNWA_Horizontal_Full Color")](https://www.mnwealthadvisors.com/?hsLang=en) [![MNWA_Horizontal_Full Color](https://www.mnwealthadvisors.com/hs-fs/hubfs/MNWA_Horizontal_Full%20Color.png?width=3032&height=720&name=MNWA_Horizontal_Full%20Color.png "MNWA_Horizontal_Full Color")](https://www.mnwealthadvisors.com/?hsLang=en) - [Who We Serve](https://www.mnwealthadvisors.com/who-we-serve) - [Services](https://www.mnwealthadvisors.com/services) - [Managing Investments](https://www.mnwealthadvisors.com/services/managing-investments) - [Retirement Planning](https://www.mnwealthadvisors.com/services/retirement-planning) - [Tax and Estate Planning](https://www.mnwealthadvisors.com/services/tax-estate-planning) - [401k Plans](https://www.mnwealthadvisors.com/services/401k) - [Why MN Wealth](https://www.mnwealthadvisors.com/why-mn-wealth) - [Insights](https://www.mnwealthadvisors.com/insights) - [Resources](https://www.mnwealthadvisors.com/resources) - [Our Team](https://www.mnwealthadvisors.com/our-team) - [Client Login](https://login.bdreporting.com/Auth/mnwealthadvisors/SignIn) Search [Contact Us](https://www.mnwealthadvisors.com/contact?hsLang=en) Toggle Menu Search Toggle Menu [Contact Us](https://www.mnwealthadvisors.com/contact?hsLang=en) - [Who We Serve](https://www.mnwealthadvisors.com/who-we-serve) - [Services](https://www.mnwealthadvisors.com/services) - [Managing Investments](https://www.mnwealthadvisors.com/services/managing-investments) - [Retirement Planning](https://www.mnwealthadvisors.com/services/retirement-planning) - [Tax and Estate Planning](https://www.mnwealthadvisors.com/services/tax-estate-planning) - [401k Plans](https://www.mnwealthadvisors.com/services/401k) - [Why MN Wealth](https://www.mnwealthadvisors.com/why-mn-wealth) - [Insights](https://www.mnwealthadvisors.com/insights) - [Resources](https://www.mnwealthadvisors.com/resources) - [Our Team](https://www.mnwealthadvisors.com/our-team) - [Client Login](https://login.bdreporting.com/Auth/mnwealthadvisors/SignIn) [Facebook](https://www.mnwealthadvisors.com/services/managing-investments#0) [Instagram](https://www.mnwealthadvisors.com/services/managing-investments#0) [Linkedin](https://www.mnwealthadvisors.com/services/managing-investments#0) [X](https://www.mnwealthadvisors.com/services/managing-investments#0) [YouTube](https://www.mnwealthadvisors.com/services/managing-investments#0) [Medium](https://www.mnwealthadvisors.com/services/managing-investments#0) # Managing Investments We're all emotional when it comes to our money. At MN Wealth, we have an investment process that utilizes the strength of our investment partners and our expertise. We build portfolios designed to meet your primary objective: retire on your terms. We work to understand your complete financial picture. We identify your goals and create a custom portfolio or match you with a strategic asset allocation portfolio with opportunistic rebalancing. Evaluating your financial needs is an ongoing process and means more than just checking your portfolio performance each year. Our investments are an eclectic mix of income, growth, and value orientation for an overall positive total return. Some of the tools we use to implement our philosophy are stocks, bonds, mutual funds (open-end, institutional, and closed-end) exchange-traded funds (ETFs), preferred stocks, and individual bonds. For those who qualify, we offer a wide array of private investments that can further improve your results. All these investments are run through a proprietary screening process and are monitored throughout the year. ## Benefits --- ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Investment Partners Our investment process relies on the strength and expertise of our investment partners. ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Financial Picture Looking at your entire financial picture, your portfolio will be customized and reevaluated on an ongoing basis. ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Mixed Investments We include an eclectic mix of offerings including private investments for those who qualify. #### Unlock the path to financial prosperity and peace of mind—schedule a consultation with our wealth management experts now.   [Reach Out](https://www.mnwealthadvisors.com/contact?hsLang=en) ##### Connect Connect 6800 W 115th St #3511 Overland Park, KS 66211 [(913) 897-2074](tel:+19138972074) [info@mnwealthadvisors.com](mailto:info@mnwealthadvisors.com) ##### Services Services - [Managing Investments](https://www.mnwealthadvisors.com/services/managing-investments) - [Retirement Planning](https://www.mnwealthadvisors.com/services/retirement-planning) - [Tax and Estate Planning](https://www.mnwealthadvisors.com/services/tax-estate-planning) - [401(k) Plans](https://www.mnwealthadvisors.com/services/401k) ##### Company Company - [About](https://www.mnwealthadvisors.com/about) - [Blog](https://www.mnwealthadvisors.com/insights) - [Contact Us](https://www.mnwealthadvisors.com/contact) - [Resources](https://www.mnwealthadvisors.com/resources) - [Careers](mailto:%20recruiting@mnadvisors.com) [![MNWA_Horizontal_White](https://www.mnwealthadvisors.com/hubfs/MNWA_Horizontal_White.png)](https://www.helpfulhero.com) - [Form CRS and ADV Part 2A](https://www.mnwealthadvisors.com/form-crs) - [Privacy Policy](https://www.mnwealthadvisors.com/privacy-policy) - [Terms of Use](https://www.mnwealthadvisors.com/terms-of-use) © 2026 MN Wealth Advisors [Facebook](https://www.facebook.com/mnwealthadvisors)[Linkedin](https://www.linkedin.com/company/mn-wealth-advisors) Important Disclosure Information: MN Wealth Advisors, LLC (“MN Wealth”) is an SEC registered investment adviser located in Overland Park, KS. A copy of the MN Wealth current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request. The MN Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The MN Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the MN Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as MN Wealth’s 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 MN Wealth 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. A copy of the MN Wealth’s current written disclosure Brochure and Form CRS discussing the MN Wealth’s business operations, services, and fees is available on this web site and/or from MN Wealth upon written request. The MN Wealth 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 the MN Wealth’s web site or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the MN Wealth), will be profitable or equal any historical performance level(s). Certain portions of the MN Wealth’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the MN Wealth (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from MN Wealth, or from any other investment professional. 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