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Business owners
Founders and partners with significant wealth tied up in the company they built. Concentration, key-employee equity, succession, and how the operating company fits into a personal balance sheet.
Managing Partner, Blue Valley Wealth Management
Brian Lore
I run Blue Valley Wealth Management in Overland Park, Kansas. I spent more than 15 years in the asset management industry side before I moved into the advisor seat. I've seen how the products advisors sell get built and priced. That experience shapes how I do this job today.
CFP® · CIMA® · AIF®
What We Do
We help business owners, 401(k) plan sponsors, ESOP participants, and affluent families in the Kansas City Metropolitan area put their financial life on one plan. Investments, tax strategies, retirement plans, business succession, equity decisions. One coordinated picture, not 5 disconnected accounts.
Who We Work With
Four kinds of clients. There's plenty of overlap (a business owner is usually also a 401(k) plan sponsor, and may also be heading toward an ESOP).
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401(k) plan sponsors
Companies offering retirement plans for their employees. Fiduciary structure, plan design, fee benchmarking, and participant outcomes. The plan should serve owners and rank-and-file alike.
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ESOP participants and owners
Employees of ESOP companies working through diversification windows, distribution timing, NUA elections, and concentrated stock. Also the selling owners on the other side of a transaction.
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Affluent families
Households coordinating retirement income, tax-aware investing, estate planning, and what they want to pass on. Usually 4 to 6 account types across multiple custodians.