PRESS RELEASE: Beginning of BEYOND WEALTH
Fresh Financial Planning and Castlebar Asset Management Have Joined Together as BEYOND WEALTH
Overland Park wealth advisory firm continues a team approach to meeting clients’ needs.
OVERLAND PARK, Kansas—Castlebar Asset Management and Fresh Financial Planning reported today that they have joined together to form Beyond Wealth.
The firm’s principals, Brandy Branstetter, CFP®, and Andrew Comstock, CFA, said they formed Beyond Wealth to reflect their evolving team approach. Castlebar Asset Management and Fresh Financial Planning, both fiduciary financial advisory firms serving the Kansas City metro area, had already been collaborating for over two years.
“Andrew and I noticed how our individual strengths complemented each other,” Branstetter said. “Our team approach has grown out of that. We believe our teamwork has helped us to more effectively and efficiently serve clients.”
At Beyond Wealth, Comstock focuses on portfolio management, and Branstetter provides comprehensive financial planning. However, Comstock said, clients should expect the same personalized financial planning, institutional-caliber investment research, fiduciary obligation to act in clients’ best interest, and focus on relationships.
“With Beyond Wealth, we’re bringing together everything we have been doing under one name,” he said.
Beyond Wealth, which is also an RIA firm, operates in the same location as its predecessors:
Location: 10901 Lowell Ave., Suite 125, Overland Park, KS 66210
Phone: 913-871-7980
Comstock said he and Branstetter chose the name “Beyond Wealth” to reflect the firm’s mission.
“We want to help clients go ‘beyond wealth’ and put their financial resources toward building their best life,” he said.
Brandy Branstetter is a CERTIFEID FINANCIAL PLANNER™ professional who started her career in finance in 2005. She said her mission as a CFP® professional is to empower clients to take control of their financial lives by providing the guidance and education they need to make important financial decisions with confidence. She is particularly passionate about working with and empowering female professionals, executives, and entrepreneurs. She is also a member of The Central Exchange, a Kansas City women-centered leadership program.
Andrew Comstock is a Chartered Financial Analyst (CFA) charterholder with extensive experience in institutional investment management. He said he left institutional investments so he could help “real people achieve real financial success.” He helps do so by drawing on his experiences in institutional investments to research, analyze, and build portfolios on behalf of clients.
About Beyond Wealth
Beyond Wealth is an independent Registered Investment Advisory firm serving clients throughout the Kansas City metro area. Based in Overland Park, Kansas, the firm partners with clients “beyond wealth” to help them live their best life. Beyond Wealth offers a team-based approach to financial planning and investment management with a fiduciary obligation to always put clients’ interests first. Learn more at www.beyond-wealth.com.
Contact
Brandy Branstetter, CFP®
Principal and Wealth Advisor, Beyond Wealth
Phone: 913-871-7980
Email: brandy@beyond-wealth.com
Andrew Comstock, CFA
Principal and Wealth Advisor, Beyond Wealth
Phone: 913-871-7980
Email: andrew@beyond-wealth.com