Caliber Wealth Management

Home
Caliber Wealth Management

Our advisors' vision is to help you create the life you desire. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

You can be confident in the personal service that concentrates on you and your family and worldwide resources of Raymond James Financial Services, Inc. Acting from our client-first tradition at Caliber Wealth Management, our advisors are able to anticipate your needs and help to enhance your well-being. Services from Caliber Wealth Management professionals help you save time and better manage your finances and investments:
-Retirement Planning
-Cash Flow Analysis
-College Planning
-Estate Planning
-Insurance Planning
-Investment Allocation Planning
-Business Continuation and Evaluation

Important Disclosure Information: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Caliber Wealth management is not a registered broker/dealer and is independent of Raymond James Financial Services.

26/10/2026

We take your finances seriously, but we also know how to have a little fun around here. A great team makes every day better, even the spooky ones! Happy Halloween week from the Caliber team!

20/10/2026

Welcome to the team, Jacob!

A KC native and UMKC finance grad, Jacob brings a well-rounded background in tax accounting, financial leasing, and financial planning to his dual role as Finance Manager and Client Service Manager. Outside the office, he’s biking, hiking, and exploring the metro. We’re so glad to have you!

17/10/2026

We had a great time at K-State’s Personal Financial Planning Professional Connections Event last week.

Our team enjoyed connecting with students, learning about their career goals, and sharing what it’s like to work in the financial planning industry. It’s always exciting to meet the next generation of financial professionals!

Thank you, K-State, for having us! 💜

13/10/2026

Big news! We’re excited to officially welcome Ashley Elliott to the Caliber team as our newest Client Service Manager!

Ashley is from Paola, Kansas, and is a proud K-State graduate. She brings a professional approach and great knowledge of the industry, along with a client-first mindset our team and clients will love. Outside of work, Ashley loves spending time with her husband and son.
We can’t wait to see the impact she’ll make here at Caliber. Welcome to the team, Ashley!

06/10/2026

Two heads are better than one, so we brought the whole team! Every other week, our advisors get together to share ideas and sharpen our strategies. Today’s topic: Roth conversions and how they might fit into our clients’ bigger financial picture.

Collaboration isn’t just something we do. It’s how we work.

02/10/2026

We get this question all the time: “So… what does a financial advisor actually do? And do I really need one?”

We sat down with Bryson Slater, one of our financial advisors, to break it down.

Spoiler: it’s way more than picking investments

29/09/2026

A great evening of learning and connection at our Caliber Client Education Dinner! We shared a market update, talked about what’s new at Caliber, and wrapped up with helpful insights on Medicare.

Thank you to everyone who joined us, we always enjoy bringing our clients together!

25/09/2026

We had an awesome time at the KU Business Career Fair today!

We had the opportunity to connect with hundreds of talented students, share more about Caliber, and meet some of the future talent entering the financial services industry.

Thanks for having us, KU School of Business University Career Center (UCC) KU | The University of Kansas Rock Chalk! ❤️💙

24/09/2026

Great lunch with our Client Advisory Board today! Every quarter, this group sits down with us to share their perspective on what’s happening at Caliber. Hearing it through our clients’ eyes is exactly how we keep improving!

Thank you to everyone who joined us!t This is what real partnership looks like.

17/09/2026

We had an incredible time meeting so many students today at the Mizzou Career Fair!

We loved sharing a little about Caliber, learning about what’s next for Mizzou students, and meeting some seriously impressive future professionals.

Thanks for having us, Mizzou! M-I-Z! 💛

Address

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 15:30

Website

http://www.caliberkc.com/

Alerts

Be the first to know and let us send you an email when Caliber Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.