Planning for What Matters
How Trusts Help Protect Your Legacy
When Should You Start Working with a Financial Advisor?
A More Personalized Approach to Banking
The Conversation Starts Here
Our team meets you where you are.
Trust Services
Managing a loved one’s estate or trust is deeply personal and often overwhelming. Our experienced team provides peace of mind through professional, impartial administration.
From asset distribution and tax filings to ongoing investment oversight, we handle every detail with precision and care. With our expertise, your family’s legacy is protected, allowing you to focus on what truly matters.
Capitol Federal® Financial Advisors
Your financial goals deserve a thoughtful approach. Capitol Federal®, in partnership with Raymond James, offers a broad array of investment solutions.
Our team combines deep market insight with disciplined portfolio strategies, aligning your investments with your life goals and risk profile. We take time to understand your priorities, risk tolerance and complete financial picture, to create a plan to achieve success.
Private Banking
Exceptional service and personalized expertise. As your trusted wealth manager and partner, we know your circumstances require unique solutions to meet your needs.
Private Banking Services may also include bank deposit and loan products. Member FDIC. Equal Housing Lender.
-
Wealth Management groups help with planning, investing, and protecting what you’ve built so your money supports the life you want now and later.
-
We offer Trust Services, Financial Advisors support, and Private Banking support. We strategically partner with high-net-worth families to unify planning, banking, investments, and insurance to create, protect, and grow multigenerational wealth.
-
Reach out to a professional to start a conversation. We’ll ask about your goals, your timeline, and what matters most, then we can take the right next step.
-
You do not need to be a current Capitol Federal® customer to work with our Wealth Management team.
-
Minimums can vary by service. We’ll walk you through what applies to your situation during the first conversation.
-
Fees depend on what you need (for example, trust administration vs. investment planning). We’ll be clear about costs before anything moves forward.
-
If you have them, bring recent statements, a general list of accounts, and any specific goals you hope to achieve (retirement date, legacy wishes, major purchases). If not, don’t worry we can talk through your current plan and assets.
-
A financial advisor helps build an investment and planning strategy. A trust officer helps manage a trust or estate responsibilities and administration.