Skip to content
facebooklinkedinspotifyyoutubeenvelope
Beyond Wealth AdvisorsBeyond Wealth Advisors
  • Home
  • About
    • About
    • Our Values
    • Leadership
    • Advisory Team
      • Advisory Team
      • Lee’s Summit, MO
      • Manhattan, KS
      • Clay Center, KS
      • St. Louis, MO
    • Investment Team
    • Client Service Team
  • Who We Serve
    • Who We Serve
    • Private Wealth
    • Women Going Beyond Wealth
    • Retirees and Nearing Retirement
    • Business Owners
    • Families & Individuals
    • Sudden Life Events
    • Smartvestor Pro - Dave Ramsey
    • Endowments and Foundations
  • How We Serve
    • How We Serve
    • BWA Portfolio Design
    • Personalized Planning
      • Personalized Planning
      • Retirement Planning
      • Business Planning
      • Longevity Planning
      • Financial Planning
      • Education Planning
      • Insurance Planning
    • Estate, Charitable Giving & Trust
    • Investment Strategies
    • Beyond the Strategy
  • Podcast+
    • Podcast+
    • Podcast / Listen
    • Videos / Watch
    • Press Releases
    • RJ News Feed
    • WorthWhile
  • Contact us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Lees Summit, MO -AQM
    600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988 T: 816.246.8450 F: 816.246.8430
    Map and Directions Map and Directions
  • Manhattan, KS-AQM02
    555 Poyntz Ave Suite 280, Manhattan, KS 66502-0107 T: 785.537.4505 F: 785.537.9543
    Map and Directions Map and Directions
  • FENTON, MO - AQM10
    1461 Larkin Williams Rd Ste 203 Fenton, MO 63026-3026 T: 636.336.1743
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
    • Economy
    • Education
    • Fixed Income
    • Goal Planning
    • Housing
    • Investment Strategy
    • Longevity Planning
    • Retirement Planning
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Checklist
    • Commentary
    • Document
    • Infographic
    • Newsletter
    • Video
    • Webinar
9 key questions for an effective family business transition
Want family to follow your professional footsteps? A successful succession strategy could start with these 9 questions:
Business Ownership
Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
Estate & Giving
Read
Watch Webinar
Webinar replay: Quarterly Coordinates: Breaking Records, Not Discipline
10/7/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Why buy fixed income?
10/6/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
A glance at our latest views on the economy and markets
10/3/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Uncertainty persistence versus economic resiliency
10/3/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
See More
October 2025 Investment Strategy Quarterly
10/1/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Read
The US government has shut down – what happens next?
10/1/2025
Shutdowns typically do not make sizeable impacts on the markets or the economy, though the potential for a lengthy political impasse bears monitoring.
Economy & Policy
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

facebooklinkedinspotifyyoutubeenvelope
Beyond Wealth AdvisorsBeyond Wealth Advisors
  • 600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988
  • 816.246.8450
  • 816.246.8430
  • Map & Directions
  • Map & Directions
  • 555 Poyntz Ave Suite 280, Manhattan, KS 66502-0107
  • 785.537.4505
  • 785.537.9543
  • Map & Directions
  • Map & Directions
  • 1461 Larkin Williams Rd Ste 203 Fenton, MO 63026-3026
  • 636.336.1743
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use