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Location

6700 Antioch Road, Suite 470
Overland Park, KS 66204

Phone

(913) 308-8030

Email

info@postrockpartners.com

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PostRock Private Wealth

Wealth Management in Overland Park, KS

Sophisticated Solutions

For Your Business and Family

Where Independence Meets Innovation

At PostRock Partners, we are free from the pressures of a publicly traded company and its shareholders’ demands for ever-growing profits that could influence an advisor’s decisions.

We have curated a collection of technologies that enable us to see more data and process more information and complexity to arrive at clear, elegant solutions for the families we serve. This technology also allows you as our client to see more detail across all of your holdings, so that together, we can help you make more informed decisions.

We provide comprehensive wealth management services to address the needs of families with significant wealth and complexity. We offer integrated advice and sophisticated portfolio management that emphasizes tax efficiency. Our approach is rooted in a steadfast commitment to the success of the families we serve. We believe in building wealth on a solid foundation of fundamental investment principles, embracing long-term strategic thinking, and tailoring our strategies to achieve specific outcomes.

Tailored Solutions,
Personalized Support

We have extensive experience serving multigenerational families with significant wealth and complexity. We tailor our services according to your unique needs, offering sophisticated solutions such as:

Legacy Strategies

What it is: Legacies should be intentional, built with purpose to have a lasting positive impact. Too many legacies are simply the byproduct of a life lived. Your legacy can be whatever you choose it to be.

How we add value: We strive to make financial education engaging while teaching foundational financial knowledge. We provide ongoing coaching for young adults and future generations, empowering them to make informed financial decisions throughout life.

Family Education & Coaching

What it is: Structured financial education and coaching for family members across generations.

How we add value: We strive to make financial education engaging while teaching foundational financial knowledge. We provide ongoing coaching for young adults and future generations, empowering them to make informed financial decisions throughout life.

Lifestyle Spending, Bill-Pay & Reporting

What it is: Management of personal and multi-property or asset related expenses with clear, organized reporting and cashflow forecasting.

How we add value: We handle bill payments, expense tracking, cashflow forecasting and research for new purchases, returning valuable time to you while enabling more informed decisions about the assets you own.

Farm/Land/Resource Management

What it is: Operational management and oversight of agricultural, land, and natural resource assets. These assets require real-world experience that can only come from being an owner of these assets.

How we add value: With experience as both managers and generational landowners, we provide operational discipline, infrastructure, and detailed financial reporting to help your assets perform effectively and sustainably.

Investment Management

What it is: Professional construction and management of investment portfolios aligned to long-term objectives.

How we add value: We apply disciplined, fundamentals based investment principles, blending active and passive approaches, focusing on high quality equities and municipal bonds, and providing transparent reporting—all tailored to protect and grow generational wealth.

Borrowing, Banking Fees, & Consulting

What it is: Expert guidance and consulting to optimize banking relationships, loan structures, borrowing costs and deposit service fees.

How we add value: With former bankers on our team, we help evaluate pricing strategies, manage competitive bidding processes, and provide insight into borrowing options so you secure advantageous terms for your next project. We shop pricing and terms anonymously, to protect existing relationships.

Property Management

What it is: Full, active management of residential, commercial, and rental properties.

How we add value: We maximize income, enhance tax efficiency, and handle all operational responsibilities—including research and financial reporting, relieving our clients of the administrative burden.

Charitable Giving Mission & Strategy

What it is: Development of a focused, values aligned charitable mission and giving plan.

How we add value: Through guided workshops and portfolio modeling, we help families define their mission, concentrate their impact, and reduce unsolicited requests—resulting in more purposeful, strategic philanthropy.

Trust Administration & Estate Settlement

What it is: We provide a full range of trust administration and estate settlement services, guiding your family through what can be challenging times.

How we add value: We provide objective expertise, empathetic guidance, and decades of experience to help families navigate emotionally challenging transitions with clarity and sound decision making.

Estate Planning

What it is: The design of how assets and responsibilities will be managed and transferred long-term.

How we add value: We help ensure your estate plan supports your vision, protects your family, and facilitates the orderly, tax efficient transfer of wealth.

Risk Mitigation Solution Consulting

What it is: Independent evaluation of life insurance design, coverage, and financing structures.

How we add value: Because we don’t sell insurance, we provide unbiased guidance on coverage levels, policy pricing, estate implications, and premium financing strategies, ensuring clear and objective advice.

Philanthropic Planning

What it is: Optimal charitable giving strategies for maximum impact and tax benefit.

How we add value: We provide guidance on charitable structures, tax considerations, and strategic approaches which are both impactful and aligned with personal values.

Private Equity & Private Credit Advising

What it is: Private Investments, whether sold through an investment advisor or those currently owned by clients. These assets are among the most illiquid, opaque, and sophisticated investment structures.

How we add value: We provide clients with valuable insights and analysis on existing holdings or investments they might be considering. As an objective advisor, we do not originate or promote these financial products, so you can be assured that our advice is not clouded by self-interest.