Individuals & Families

We offer customized investment strategies and comprehensive financial planning solutions. And, as a fiduciary, we are committed to putting our clients needs first. That’s why so many individuals and families have put their trust in us! 

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Institutions & Employers

SS&G Wealth Management has extensive experience in structuring, implementing and servicing all types of retirement plans. Let our experienced team take the burden off you and your staff and become your retirement coach!

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What makes us Unique

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Investment strategies tailored to all stages of life

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Experienced knowledge in our subject matter and depth of resources

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Diligence in researching every investment we recommend

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Independence from proprietary brands and products

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Focus on personal relationships and excellent service

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Commitment to continuous financial planning as life changes

Our unique Abilities

We have the unique pairing of individual financial planning and investment management with corporate retirement plans. Bringing the two of these skill sets together allows us to provide knowledge and insight at the business owner, senior executive and individual investor level.

For employers, a properly and carefully constructed retirement plan can attract, retain and reward valued employees at all levels. We can help business owners craft retirement plans that coordinate with their personal financial plans, and employees can get personalized and coordinated guidance that ties their 401(k) or other retirement plan with the rest of their financial plans.

A personal financial plan is a complex undertaking that, when done correctly, can provide a blueprint for working toward financial security. No matter what stage of life you are in, a financial plan is an actionable guide that offers clarity to your personal goals.

About us

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Our Alliances

SS&G Wealth Management is partnered with Prosperity Advisory Group, a nationally recognized financial advisory firm based in Overland Park, Kansas. Prosperity Advisory Group has been named a Financial Times Top 400 advisor for consecutive years (2015-2018) and is celebrating its 30th year of providing quality financial advice. The combined SS&G and Prosperity team deliver highly-credentialed experience in areas of investment research and management, complex financial planning, small business planning, cyber-security, retirement plan solutions, estate, tax and risk management. Using a team approach, we provide a depth of resources and niche experience that is both unique and extremely valuable to our clients.