• Through a range of market-changing economic, political and world events, it is challenging to feel secure in your financial investments. We believe that everyone should have the opportunity to learn more about wealth management and find a process that works for them. At Glass Lakes Capital Management, Prime Capital Investment Advisors, and The ETF Store we found that we all share one simple goal: focusing on helping individuals achieve their financial goals.

  • So why are we partnering? It is our intention to provide stability and success in an individual’s wealth management plan. As a network of fiduciary advisors, we have each founded unique practices with similar client-centric models to enhance an individual’s experience. We want to give you the opportunity to choose your path through one of our networks.

  • We take the time to sit down with everyone who comes through our doors and build a customized portfolio to fit their specific needs. Detail-oriented, relationship-focused, and honesty-driven are qualities all three entities possess, allowing us to provide stellar service to our clients.

  • A successful financial wellness program can help reduce financial stress, allowing you to focus on the work at hand.

  • Studies show that reducing financial stress can have positive effects on your physical health, leading to lower medical costs and overall health care costs.

  • Decreasing financial stress can lead to higher job satisfaction and increased productivity.

  • Financially prepared employees are less likely to tap into their retirement savings to cover unexpected events.

  • Being in control of your personal finances help complement the company’s retirement plan so you can retire when you want to, not when you have to.

 We provide the ability to meet with and learn from teams of experienced fiduciary advisors.

We give an introductory comprehensive financial planning report at no cost.

We help employees succeed through our expertise in personalized, goal-focused investing.

Our partnership allows employees and employers to stay on track to reach their financial goals.

Glass Lakes Capital Management was founded with the client in mind. When we invest client money, we take a fiduciary position, where we are obligated to always put the client first in every circumstance. No hidden fees, no commissions, and no kickbacks of any kind.

There is no “one size fits all” approach to investing. Through the planning process we get to know you and how your overall picture is invested so we can build you a customized portfolio to fit your specific individual needs.

At Glass Lakes, we will walk you through a very thorough financial plan and help prepare you for the inevitable market volatility. This goal-focused, planning-based investment philosophy helps our clients stay the course when times get tough. From proactive tax planning to market updates, you can expect to hear from us on a regular basis.

Learn More at www.GlassLakes.com

 


Joel Hamilton PRESIDENT
e: [email protected]
p: 913.647.9555


Jon Greene DIRECTOR
e: [email protected]
p: 913.647.9555

At Prime Capital Investment Advisors (PCIA), our client-centric, team-based model to financial planning drives the growth of our business and serves as the foundation for all that we do. PCIA provides a holistic approach to serving clients with comprehensive expertise, efficiency and integrity.

With an intent focus on individual investing, you are complemented by a personal financial advisor specific to your unique goals. Our team will help you achieve your financial goals through customized wealth planning solutions throughout all stages of your financial life cycle. With efficiency, intelligence and veracity, our advisors are there to address the individualized requirements needed to guide you on your road to successful wealth management.

By closely monitoring changes in your needs, concerns, and objectives as they change throughout the years, we keep you and your financial goals our top priority.

Learn More at www.PCIAWealth.com


Craig Scherzer ADVISOR
e: [email protected]
p: 913.491.6226


Alec Giesting ASSOCIATE
e: [email protected]
p: 913.491.6226

With our clients at the center, we provide a high-level service experience where an innovative approach, transparency, and value converge to create one of the most unique organizations in the financial advisory business. At The ETF Store, you get a team of advisors who help unlock the power of ETFs so you can spend less and keep more of what’s yours.

Our mission is to provide our clients intelligent and practical investment solutions. We will help you design the correct strategy to meet your financial goals, allowing you to take advantage of new market opportunities. Our strategies are designed to reduce investment risk, while still embracing investment opportunities that arise in our increasingly complex and unpredictable global economy.

We believe in a holistic approach to wealth management. From investments and risk management to financial planning and tax strategies, we have you covered.

Learn More at www.ETFStore.com


Conor Kelly PRINCIPAL
e: [email protected]
p: 877.365.3837


Nathan Geraci PRESIDENT
e: [email protected]
p: 877.365.3837

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Glass Lakes Capital Management LLC unless otherwise specifically cited. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors, (“QPA”). The ETF Store, Inc. (ETFS) is a fee-based investment adviser registered with The U.S. Securities and Exchange Commission. ETFS: 7300 W. 110th Street, Suite 870, Overland Park, KS 66210. Material presented is believed to be from reliable sources and no representations are made by Glass Lakes, PCIA or ETFS as to another parties’ informational accuracy or completeness. Glass Lakes, PCIA and ETFS are not affiliated.