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WR Wealth
Finance · Missouri, United States · 1-10 Employees
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Overview
Headquarters
1000 W Nifong Blvd Ste 3-220, Columbia, ...Phone Number
(913) 327-5545Website
www.wrwealth.comRevenue
$5.1 MillionIndustry
About WR Wealth
Freedom Wealth Planning is an independent fiduciary wealth planning firm based in Columbia, MO, and Sarasota, FL, specializing in comprehensive financial strategies for high-performing families, small business owners, and professional athletes. Their proprietary process, the Freedom FORMula, focuses on aligning clients' financial targets with tailored strategies, ensuring a collaborative and engaged advisory experience. The firm emphasizes a holistic approach to wealth management, integrating investment management, risk assessment, tax strategy, and estate planning. With a commitment to transparency and long-term relationships, Freedom Wealth Planning aims to empower clients to achieve financial independence and a work-optional lifestyle.Explore more
WR Wealth Org Chart
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Frequently Asked Questions Regarding WR Wealth
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Freedom Wealth Planning is an independent fiduciary wealth planning firm based in Columbia, MO, and Sarasota, FL, specializing in comprehensive financial strategies for high-performing families, small business owners, and professional athletes. Their proprietary process, the Freedom FORMula, focuses on aligning clients' financial targets with tailo... Read More
