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Monday 7:30am - 5pm Tuesday 7:30am - 5pm Wednesday 7:30am - 5pm Thursday 7:30am - 5pm Friday 8am - 5pm

Sterneck Capital Management, LLC

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United States
Kansas City, MO
Sterneck Capital Management, LLC

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Registered Investment Advisor; Wealth Management & Financial Planning

Founded by Frank and Robin Sterneck, the firm was originated to apply institutional expertise and tools to help individuals and their families invest wisely to achieve their financial goals. Sterneck Capital designs customized portfolios commensurate with clients' risk tolerance, time horizon and personal objectives. Sterneck Capital Management (SCM) is a multi-cap, value manager with a broad expertise in the equity, options and fixed income markets. The firm relies on fundamental analysis and to a lesser extent quantitative analysis, believing fundamentally sound companies are good to own, but should be purchased at the right price. Generally, SCM operates with a long-term focus and often buys on weakness and sells on strength.

10/31/2026

Halloween is all about spooky stories, but some financial scares can linger long after October 31st. While they may not seem alarming at first, certain financial habits can have a lasting impact on your long-term goals and financial well-being. Swipe to learn more.

If you would like to discuss your financial goals and create a strategy designed for your future, contact us today. We are here to help you build confidence and navigate the financial frights that can stand in the way of long-term success. Call 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management

10/27/2026

Year-end Financial Planning for high-net-worth individuals is one of the most important times of year to make meaningful adjustments to wealth management.

Swipe for a few key areas we will cover during your year-end review. To schedule your appointment, reach out to us today @ 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

10/18/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today at 816 531 2254 or schedule a conversation: http://bit.ly/3uOZAEX

Services by Sterneck Capital Management

10/11/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today at 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX. We are here to support you.

services offered by Sterneck Capital Management.

10/02/2026

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may provide flexibility, long-term care (LTC) planning is about much more than covering a bill. It is about protecting your lifestyle, preserving your legacy, and ensuring your broader financial strategy remains intact. Swipe to learn more.

If long-term care planning has not been reviewed recently as part of your wealth strategy, contact us to discuss how it fits into your overall financial plan. Call 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

09/24/2026

As the season begins to shift, it can be a good time to revisit the financial decisions that support the life you want to lead.

At Sterneck Capital Management, we provide clear, personalized wealth and retirement planning designed around your goals, priorities, and long-term vision. As a fee-only fiduciary firm, we put your interests first—helping you move forward with a disciplined plan and greater confidence.

Ready to start the conversation? Call 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

09/14/2026

Estate Planning can protect your legacy and requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind.

Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs @ 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

09/11/2026

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we are capable of in our darkest moments.

On Patriot Day, we pause to honor the lives lost on September 11, 2001, and to pay tribute to the first responders, volunteers, and everyday individuals who showed extraordinary strength when it mattered most.

We remember. We honor. We will never forget.

09/04/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

07/31/2026

For families and individuals with significant wealth, a clear and personalized financial strategy is essential. At Sterneck Capital Management, we focus on high‑net‑worth planning that helps you preserve your wealth, grow your assets, and build a lasting legacy for future generations.

If you’re ready to explore a strategy tailored to your goals, we’re here to help.
Call 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

Address

1251 NW Briarcliff Pkwy Ste 95
Kansas City, MO
64116

Opening Hours

Monday	7:30am - 5pm
Tuesday	7:30am - 5pm
Wednesday	7:30am - 5pm
Thursday	7:30am - 5pm
Friday	8am - 5pm

Telephone

+18165312254

Website

http://www.sterneckcapital.com/

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