Unique Holistic Approach to Financial Service Appeals to Many Clients
CHESTERFIELD, MO, May 18, 2023 – Five years after opening its doors Undivided Wealth Management is celebrating its family of clients who embrace the firm’s holistic approach to financial service that fuels its growth and success.
The firm is growing with a unique way of building value for individuals and families. Its proprietary concept integrates Relational, Financial and Investment planning to render the Undivided Wealth plan of exceptional service based on “What’s Most Important to You.”
Since its origin on May 18, 2018, Undivided Wealth achievements include:
· Launching holistic Undivided Plan incorporating Investment Planning, Financial Planning and Life Planning
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· Creating the Undivided Experience Center to host educational and inspirational client-centric programs
· Being profiled in both Forbes and Money Magazine
· Joining the exclusive Kestra Financial Private Wealth Council
· Being honored as 2021’s “Innovation Firm of the Year” by Kestra Financial Private Wealth
· Being identified as “One of the Best Wealth Managers in St. Louis” by St. Louis Small Business Monthly
Gary Baker, Washington University MBA and financial advisor for more than 20 years, is founder, managing partner and president of Undivided Wealth Management.
Dan Kraus, CFA, CPA/PFS, previously assistant treasurer and primary investment officer of Anheuser-Busch, is Undivided Wealth managing partner and chief investment officer.
Kim Rubenstein, CFP, CRPC, is managing partner and director of financial planning at Undivided Wealth. Wife and mother Kim is training to run marathons in all 50 states.
Kim Peaker, director of the firm’s client services, began her career in operations at A.G. Edwards where she earned the Distinguished Service Professional award.
Deanna McClintock is executive director of the Undivided Experience Center. She oversees programs and events, builds relationships, supports consulting, and leads marketing efforts.
Kelli Glover, project manager of Undivided Experience Center, has more than 20 years of experience in marketing, training and personal development consulting.
“Our extraordinary team family works together to serve our client family,” asserts Gary Baker. “People say our approach is inspirational. It’s why we designed our offices to facilitate engagement. We often invite clients, their families and guests to meet thought leaders from business and holistic disciplines. Our space is designed to deliver experiential learning. Our mission is to help clients achieve their life goals with investment, financial planning and relational planning in ways they never experienced.”
Dan Kraus observes, “The best part of our five-year journey so far is that we have built our firm from the ground up. Choosing to be independent five years ago and then achieving all we have done takes us to another level. We are proud to celebrate our fifth anniversary as Undivided Wealth Management approaches new heights.”
Undivided Wealth Management and the Undivided Experience Center for inspirational business, educational and financial programs are located at 657 Spirit Airpark West, Chesterfield MO 63005. Phone. (314) 696-0980.
For more information. see https://www.undividedwealth.com.