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Wealth Management

Build your legacy. Sustain your success.

Let us help you prepare for the future.

Success doesn’t come easy, so don’t leave its preservation to chance. Emprise wealth advisors and registered representatives are passionate about helping successful business owners grow, preserve, and transition wealth.

We can help you with:

Business Investments

Trust the experts at Emprise to help you develop a personalized plan and manage your portfolio.

  • Personalized Plans
  • 401(k) Program Administration
  • Portfolio Management

Escrow Services

Our trust officers can act as a neutral third party to ensure transfers of your transactions are completed fairly and efficiently.

Investor Services*

  • Investor Strategies and Services
  • Registered Cetera Investment Services Professionals
  • Wide Range of Investment Products:
    • Mutual Funds
    • Stocks and Bonds
    • Brokered Certificates of Deposit (CDs)
    • Unit Investment Trusts (UITs)
    • Tax-Advantaged Investments1
    • Collateralized Mortgage Obligations (CMOs)
    • Variable Annuities
    • Fixed Annuities

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Check the background of this investment professional on FINRA’s BrokerCheck 

Located at: 257 North Broadway, Wichita, KS 67202. 316.383.4400

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives, may give legal or tax advice.

Trust Planning & Administration

We serve as trustee, successor trustee, and executor for many types of trusts, including charitable trusts and special needs trusts. We’re dedicated to following your directions impartially and making decisions that make sense for you. And maintaining harmony among your family members is something we take very seriously. Simply put, the people who have your trust should have your trust.


Let's get planning.

Links

View backgrounds of our investment professionals on FINRA's BrokerCheck.