Broker Check


More success shouldn’t mean more stress.

Coordinated wealth planning for Kansas City business owners and ESOP participants and families.


START YOUR WEALTH CONVERSATION

We coordinate the moving pieces of a complex financial life: investments, tax strategies, retirement plans, business decisions, equity events. One plan, written down, restated each year in plain language. That's the engagement.

Who we help

Three kinds of clients, one approach.

There's plenty of overlap. A business owner is usually also a 401(k) plan sponsor, and may be heading toward an ESOP. We work the whole picture.

Business Owners & 401(k) Plan Sponsors

Your business drives your wealth and most of your complexity. We help owners design retirement plans, manage tax exposure, protect key people, and plan for liquidity or exit, so the decisions inside the business support your personal goals.

See how we work with plan sponsors →

ESOP Participants & Owners

An ESOP can help build wealth. We help participants make informed decisions on diversification, tax strategies, and timing to help turn the years of ownership into lasting financial confidence.

See how we work with participants →

Affluent Families & Individual Investors

Meaningful wealth brings more choices and more responsibility. We work with families to create financial plans designed to preserve capital, coordinate investments, manage taxes, and plan across generations, so the wealth helps supports today and what comes next.

See how we work with families →
Why work with us

Plan first. Investments second.

Blue Valley Wealth Management is built for people whose financial life has a lot of moving parts and who want someone to organize it.

01

Plan first, investments second

The plan tells us what the investments are for. That's why the engagement starts there.

02

Connect all the pieces

Investments, taxes, retirement plans, business decisions, estate, insurance. We work them together.

03

Explain things clearly

Every recommendation comes with the reasoning behind it, written down, in language a client uses.

04

Stay involved over time

We meet on a regular cadence and restate the plan each year so the moving pieces still match where life actually is.

How We Work

The Client Experience

Every plan starts with a conversation. We listen first. What do you want this money to do, who else depends on it, and what's getting in the way.

We build a written plan that connects the moving pieces. Investments, taxes, retirement, business, estate. The plan comes first. Investments fit the plan after.

Once you agree on the path, we help execute it. We coordinate with your CPA and attorney where their work touches the plan. You see what we're doing and why.

Plans grow with you. As life, career, or business changes, we restate the plan in plain language and decide together what to keep, change, or retire.

Free Guide · For ESOP Participants & Owners

The ESOP Distribution Playbook

Blue Valley Wealth Management’s plain-language guide to the decisions every employee-owner faces — diversification elections, distribution timing, NUA tax treatment, and rollover choices.

Free Download

Get the guide

Tell us where to send it. We’ll unlock your download right away.

Something went wrong. Please try again, or email brian.lore@bluevalleywealth.com and we’ll send the guide directly.

We use your information only to deliver this material and to follow up if helpful. We never sell your data. Submitting this form does not create a client relationship.

✓

Your guide is ready

Thanks — a copy of your request has also been sent to our office. Click below to open the guide.

Download the PDF

This guide is provided for educational purposes only and does not constitute individualized investment, tax, or legal advice. ESOP rules are complex and depend on your specific plan document and personal circumstances. Consult a qualified financial, tax, or legal professional before acting on any information contained in this material.

Featured Tool

What’s Your Risk Number?

A portfolio only works if it fits the person behind it.

This quick assessment measures your comfort with market volatility and compares it to the level of risk your investments may actually be taking.

Interactive Assessment

Take the Risk Number quiz

Launch the tool below and get your score in just a few minutes.

Educational use only. This tool is provided for informational purposes and does not constitute investment advice or a recommendation.

Take the First Step

Let’s start with a simple conversation about your money and your goals. No cost, no pressure, and no obligation.

Schedule Consultation