True Wealth & Company, LLC

These guys have been great! They are down to earth and always willing to help their clients with random requests. Very connected in the KC area and have recommended some quality partners that I've used both personally and professionally.
Jan 20th, 2024

"I began looking for a financial advisor to partner with about three years ago. After multiple conversations and follow-ups, it became clear to me that Bryan Sarff was honest, had integrity, and genuinely had my best interests in mind. He provides confidence that my finances are protected and my familys future is set up for success. I never hesitate to recommend Bryan and his team, letting everyone know that these guys are top-notch and they help free up my time by skillfully managing my investments. Nick Shepard"
Aug 26th, 2023

Since my wife and I began seeking financial/investment assistance in our early 20s, weve worked with five or six advisors. After our disappointment with the results of our then current advisor, especially with his lack of activity during the 2008-2009 market downturn, we started looking for a new advisor. It was then we received a dinner solicitation from Bryan Sarff. We figured, What the heck, lets get a free meal and listen to what this new fella has to say. We enjoyed Bryans message and the fact that he was younger than us (until this point, all previous advisors had been older than us). We decided to go with him and his services and havent looked back since! Bryan has helped us greatly in the area of retirement planning. We also appreciate the support Bryan and his True Wealth & Company teammates give us on business decisions as well as the guidance to enjoy our retirement. When we refer Bryan and his staff to others, we tell them that they are folks of action and integrity; they study the market intensely, and they take a personal interest in their clients success. We value having an intelligent and trusted advisor who has our best interest at heart only a phone call away, ready to assist with any work/retirement/life question. The most important benefit weve experienced working with Bryan is confidence in a comfortable and stable retirementsomething I doubted was available to us when we first met.
Aug 22nd, 2023

My husband and I currently have many financial goalsall with different time horizons. Planning and organizing for these while minding our risk tolerance and diversification was something we felt we needed the assistance of a professional for. So we decided to work with a financial advisor that could offer guidance on how to invest to effectively pursue these varying life goals. When we met Kenny Burkhead, he impressed us with his knowledge and guidance. He is easy to talk to and can explain things in terms we understand. Additionally, the entire True Wealth firm treats us all like family; they are professional and its clear they truly care about their clients. Partnering with True Wealth has provided clarity on our entire financial picture, helping us save for retirement, vacations, and our childrens education. Additionally, as the power of attorney for an estate, Kenny and True Wealth helped me and the multiple beneficiaries work through taxes, international taxes, laws, procedures, etc. We recommend Kenny to family and friends at every opportunity, sharing how True Wealth is a focused firm that specializes in delivering exceptional customer service and is dedicated to assisting clients in pursuing their financial dreams. Kenny is humble, intelligent, down to earth, and with a family of his own, he understands the daily challenges of prudent financial management/choices. Hes up to date on the global economy, asks the necessary questions to ensure he understands our situation and goals, and always works in our best interests. We love how we can pick up the phone and Kenny is always available to answer our questions in a timely manner. We trust and respect Kenny and the whole True Wealth team. Koula & Brad
Jul 25th, 2023

"With four kids and a very demanding job, I don't have a lot of free time, and I knew I needed someone to give me guidance on the quickest way to reach my financial goals. Why not turn to the experts? Before partnering with True Wealth and Company, I had worked with two other financial advisors; I felt they were adequate, but I didnt feel connected. I was just another client for them with very little focus on my needs beyond the annual meeting. Brian Paulsen has been amazing. He has helped guide me every step of the way through some very big life events. When I got married and took on four stepkids, it was critical for me to look at my future differently. My daughter Joey has Down syndrome, and I needed specific guidance on how to safeguard her future. Brian spoke about special needs trusts and their importance. We now have one in place, and I am so grateful for the advice and peace of mind. I never hesitate to recommend Brian to others, sharing with them that Brian isnt just a financial advisor; he factors in everything thats critical for your futureeven what you havent considered. The most important benefit from working with Brian is honestly something I never thought Id need: guidance on a career move. Brian helped me understand the financial impact of moving from a publicly traded company to a private equity-backed company and the opportunities and risks associated. Transparent and honest, hes someone I can really trust. Its hard to truly convey how grateful I am to be a part of the True Wealth and Company family They are a wonderful company with top-notch, customer-focused employees, and I am so grateful I found them! LaBebe Hopper"
Jul 24th, 2023