Noah Winstead, CFA, CFP - Strategic Wealth Partners - Northwestern Mutual

Noah Winstead, CFA, CFP - Strategic Wealth Partners - Northwestern Mutual Follow me here to get a dose of financial knowledge every Monday, Wednesday, and Friday. Hi! My name is Noah Winstead. I can't wait to hear from you.
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I am a private wealth advisor with Strategic Wealth Partners, a boutique financial planning and advisory firm in the Kansas City Metropolitan Area. My passion is helping the next generation of dreamers and achievers build generational wealth. People in their 20s-40s have been neglected by the financial industry for far too long, and I've built a process that lets me meet people where they are in l

ife, regardless of career progression or income level. No matter the number of 0's attached to your net worth, I strongly believe that anyone could benefit from a quick conversation with me about the strategies and philosophies I share with my clients. If you're ready to take the first step to building generational wealth, shoot me a message.

You’re doing too much planning and preparing and not taking enough action.Let me explain. Through thousands of conversat...
09/02/2026

You’re doing too much planning and preparing and not taking enough action.

Let me explain.

Through thousands of conversations with people about their financial planning and savings, I’ve noticed that the most successful savers don’t always have the highest paying job, the highest IQ’s, or the best thought-out life plans.

They are just the people who decide to save and save religiously.

They pay themselves in the form of saving money just like an ardent supporter of the church tithes their money. It’s just automatic.

I’ve seen so many really smart people overthink themselves out of doing what is best for their family. They wait for the “right time” to start the Roth IRA. They wait to save for college until day care bills have stopped. They go back to school for a degree they don’t need to get what they think is their dream job.

Meanwhile, someone making half as much money per year is already saving toward their goals and has earned enough interest on those savings to be meaningfully closer to their goals.

The world rewards action. Stop thinking and start doing.

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Had a blast at the PGA Tour Championship in Atlanta over the weekend!

You’re in your 40s or 50s. Life has never been busier or more stressful, but why?People in this age range are getting cr...
08/31/2026

You’re in your 40s or 50s. Life has never been busier or more stressful, but why?

People in this age range are getting crushed from two directions because they are usually caring for both growing children and aging parents. The mental strain of this alone is enough to bring most to the brink of a breakdown, but the financial strain is typically extreme too.

When you add on the fact that these are usually your best earning years when you would like to be preparing and saving for retirement, the weight of all of these considerations drives most people to inaction.

This age range is arguably the hardest bit to get through in life.

I’ve found great success in helping people manage all of these competing priorities. My clients in this demographic tell me that they feel great peace of mind knowing what they need to do to make all of their goals a reality.

Anything about this resonate with you? Reach out to me to see if you are a candidate for the work that I do to help people in this exact situation.

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Throwback to Billy Joel at Arrowhead back in 2023!

If you’re a young family starting out, you need to read this post and get educated on your personal finances. It can get...
08/28/2026

If you’re a young family starting out, you need to read this post and get educated on your personal finances. It can get away from you quickly.

Young families just getting started need to get a few crucial things right:

1. Have an emergency fund with 3-6 months of expenses and carry no credit card balances
2. Get the match at work
3. Have at least 15x income in life insurance coverage. Have disability insurance too.

Pretty simple in theory. But a lot of people fail to get it right.

I help people get these things accomplished, then move on to more exciting things like

1. Setting up the Roth
2. Investing in non retirement accounts
3. Saving for the down payment

Don’t be the 50 year old who didn’t get it right because of a few mistakes early on.

If you’re a young family or know one, you need to talk to me or someone else like me.

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These two are my everything! Paisley and I love greeting Melissa when she gets home from doing the 10 PM forecast

The most important part of my process is the complimentary discovery call.This is a no-pressure get to know you session ...
08/26/2026

The most important part of my process is the complimentary discovery call.

This is a no-pressure get to know you session where I explain how my firm provides value to people, followed by a series of questions that help me understand your current financial situation.

I usually start this call by explaining that at Strategic Wealth Partners, we believe conventional planning yields conventional results. We go against the grain and challenge the status quo. The way we do this is by being very proactive around tax planning and risk management, particularly where and how we take risks in our portfolios.

This usually takes 2-3 minutes. Then we go to the more important variable: YOU!

We build out a balance sheet/net worth statement and map out your cash flow. After this, I can tell if I believe I can bring value to your situation.

9 times out of 10 I find some areas of opportunity in your current financial plan. I’ll wrap up this call by giving some parting notes about what we will cover in the next meeting, which will be centered around my firm’s overall value proposition, followed by my recommendations to improve your current situation.

Sometimes I don’t think I can help with my services, and I send people off with what they need to do to be a candidate for the work I do. Most of the time this is because someone has too much high-interest debt to start saving meaningful amounts of money with my firm. In this case, I give you advice on how I would fix the situation, wish you the best, and set a note to check on you in a year to see if the situation has developed to a place where I can help you.

I love my work. I think that I leave everyone I speak to just a little bit better off than they were before I spoke to them, and that’s cool. I’d love to start the conversation with you and your family if you are a nice person and are ready to improve your financial situation.

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Tying your emotional well-being to what financial markets are doing is never going to end well for you, even if your inv...
08/24/2026

Tying your emotional well-being to what financial markets are doing is never going to end well for you, even if your investments do well.

I’m sure a lot of people are feeling either happy or sad depending on what their retirement portfolios are doing after the volatility of the past month.

Don’t do that.

Studies show that losing money hurts much more than equivalent gains feel good.

One of the primary benefits of working with me that I hear from clients is that they don’t worry about their portfolios because they know that my team and I have it under control.

Curious if I can help you feel better about your money? Reach out to schedule a complimentary consultation.

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Remember to not take life too seriously and have a little fun!

A lot of people think that retirement is the only thing I help people plan for, and that's actually not the case.I'm not...
08/21/2026

A lot of people think that retirement is the only thing I help people plan for, and that's actually not the case.

I'm not a big fan of the deferred life plan. So many people wander through life just waiting for retirement to be able to enjoy themselves.

If you just follow conventional financial wisdom, you'll probably end up falling into the trap of deferring your life until retirement.

With proper planning, this doesn't have to be the case though! You can build wealth in ways that are accessible prior to retirement.

You can have that fun vacation with the family or see your favorite artist in concert and still save plenty of money for the future if you plan intentionally.

Here's a pic of me and the wife living it up at Taylor Swift's Era's Tour a few years back. We get to do things like this without guilt because we plan intentionally.

Reach out to me today to learn how to start planning intentionally for an abundant lifestyle for you and your family!

If you’re in your 30’s or 40’s and have over 250k of household income, you’ve got tons of potential to create generation...
08/19/2026

If you’re in your 30’s or 40’s and have over 250k of household income, you’ve got tons of potential to create generational wealth and have an incredible retirement.

But it’s not going to just magically happen. You’ve got to save money and save it in the right places.

You work far too hard to not have your savings be efficiently working toward your goals.

Your time is best spent earning money and spending time with family. You don’t have time to do the research that my team and I do to make sure that you are making optimal moves for your savings.

That’s why people turn to me and my team at Strategic Wealth Partners.

We make sure that all of the separate pieces of your financial plan are working in unison to achieve your goals.

Your 401(k), IRA’s, checking, savings, and non-qualified accounts should be working together to create the future for your kids and retirement that you dream of.

If you have even an inkling of curiosity if you are doing the right things with your financial plan, you should reach out and see what we bring to the table. We have hundreds of happy families on board already, and we’d love to add you to the fold.

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What’s the biggest expense that you will ever pay in your life?Most people think their house, education, medical expense...
08/17/2026

What’s the biggest expense that you will ever pay in your life?

Most people think their house, education, medical expenses, or food.

But in my opinion, they’re wrong. Especially if you make over six figures.

The biggest single expense you’ll ever pay is taxes in all likelihood. Between federal, state, F**A, sales, and property taxes, you can expect these approximate total tax burden percentages by your income based on my research:

- $100k Household Income: ~21% total tax burden
- $250k Household Income: ~30% total tax burden
- $500k Household Income: ~33% total tax burden
- $1mm Household Income: ~39% total tax burden

That’s why we focus the majority of our time in planning with people on mitigating and limiting taxes over the long term for our clients.

Whether it’s current income tax planning, putting money in the right places to shield its growth and distribution from taxes, or making sure that money passes on to future generations in a tax efficient way, I’m always thinking of ways to make sure that value isn’t left on the table when it comes to taxes.

Reach out to learn more.

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Got Melissa out on the course with me this past weekend!

My happiest clients, the people who have gotten the most value out of working with me and my team, all moved their finan...
08/14/2026

My happiest clients, the people who have gotten the most value out of working with me and my team, all moved their financial planning and assets over to me from another financial advisor or institution.

I get these objections to meeting with me every single day:

“I already have an advisor”

“That’s taken care of through my 401(k)”

“My returns are fine, why would I rock the boat”

But my happiest clients took me up on my offer of a complimentary second opinion of what they’re doing.

And they’ve been blown away by the value and quality of service my team and I deliver.

You get second opinions on everything important in life. Your financial future should be no different.

With a second opinion from my team and I, you’ll get valuable insights regardless of whether or not you end up becoming a client. Just take a chance and shoot me a message to coordinate a 15-minute introductory phone call, you won’t regret it.

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You're probably treating your personal finances like an afterthought. It should be a priority, but it doesn't have to ta...
08/12/2026

You're probably treating your personal finances like an afterthought.

It should be a priority, but it doesn't have to take up too much of your time.

You work so hard at your day job

You take the kids to their extracurriculars

You cook dinner

You try to enjoy some personal time or time with your spouse

There's little time to properly plan for your personal cash flow, savings, and investments

That's where a first-class financial planner and advisor steps in and changes the game.

Offload the stuff you don't have the time or energy to do

It's no different from outsourcing mowing your lawn, but it's much more impactful and valuable

Work with an advisor to

1️⃣ Map out your cash flow - figure out what is going where

2️⃣ Make a plan to save 15-20% of your income - make a plan to do so and figure out where to save the money

3️⃣ Update and iterate your plan over the coming decades

I create clarity out of complexity with these 3 simple steps day in and day out for my clients.

They're busy.

They're smart.

They know that their lives get better when they outsource their financial planning and savings strategy to me and my team.

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Address

2000 Shawnee Mission Pkwy Ste 115
Mission Woods, KS
66205

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm

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