Specialized Guidance For What Matters Most

Whether you're reevaluating your investment strategy, planning your legacy, or seeking a more personalized banking experience, our Capitol Federal Wealth Management™ professionals help you navigate life's most important financial decisions with confidence. Speak with a Wealth Management team member today to learn how CapFed® can support your financial planning goals.
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Elevate Your Wealth. Secure Your Legacy.

At Capitol Federal®, we provide personalized wealth management and financial planning solutions grounded in trust, experience and relationships.

Our team takes a thoughtful, disciplined approach to understanding your goals, priorities and full financial picture, so you can move forward with clarity and confidence. Whether you are planning for tomorrow or building a legacy, we help make complex financial decisions more manageable and aligned with your life. We meet you where your life happens.  We are ready to help you today.

Why Capitol Federal Wealth Management™

If you’ve felt like just another account number or that your financial goals aren’t fully understood, CapFed® might be the partner you’ve been searching for.

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The Professionals Behind the Plan

Jake Snyder, CFP®
Managing Director, Wealth Management
Office: 913-652-2217 Cell: 804-690-6089 Email: [email protected]

"We focus on cost, risk and taxes when creating a plan that will 

evolve with your life."


Jeffrey D. Lewis, CTFA
Director of Trust
Office: 913-266-6921 Email: [email protected]

"We help you

shape a lasting legacy

by aligning your estate planning with your values."


Ju Hui Sirithasack
Director of Private Banking
Office: 913-652-2232 Cell: 785-375-5686 Email: [email protected]
NMLS: 499362

"We deliver personalized banking with the highest level of

discretion and precision."


Planning for What Matters

Portfolio professional talking to clients.

The Benefits of a Second Look at Your Investment Portfolio

Even well-managed portfolios can drift over time. Markets change. Tax laws shift. Risks evolve. Your goals may not look the same as they did a few years ago. A strategy that once made perfect sense may not fully align with where you are today.
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Portfolio manager shaking client's hands.

When It Might be Time to Reevaluate Your Portfolio Manager

Managing your wealth isn’t just about performance, it is about having a strategy that fits your life. As your goals change, your financial plan should change with them. If it doesn’t, even a strong portfolio can fall out of step with your priorities.
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Trust advisor talking to customers.

How Trusts Help Protect Your Legacy

Planning for the future isn’t just about building wealth—it’s about protecting it and passing it on with intention. A trust is one of the most effective ways to do that.
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Financial advisor talking to clients.

When Should You Start Working with a Financial Advisor?

As your financial life becomes more complex, having a clear plan becomes more important. That’s often when working with a financial advisor can make a real difference.
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Private banker talking on phone.

A More Personalized Approach to Banking

For those with more complex financial needs, banking can be about more than just transactions. Private banking offers a more personalized, relationship-driven approach.
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Ask a Wealth Advisor

Learn more about how we can help you manage and protect your wealth. Complete the form and connect with us today.

Trust, Private Banking, Capitol Federal® Financial Advisors and Investment Management Services include investment products.  

Investment products are: 

  • NOT FDIC INSURED
  • NOT DEPOSITS
  • NOT GUARANTEED BY CAPITOL FEDERAL® SAVINGS BANK
  • SUBJECT TO RISK AND MAY LOSE VALUE 

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.

Learn More about Trust Services Connect with a Trust Officer

Capitol Federal® Financial Advisors

Your financial goals deserve a thoughtful approach. Capitol Federal® Financial Advisors offer investment advisory services through CreativeOne Wealth, LLC to help you achieve your goals.

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.

Find a Financial Advisor

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.

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  • 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.

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Securities are offered through its affiliate, CreativeOne Securities, LLC, Member FINRA/SIPC. Capitol Federal® is not affiliated with CreativeOne Wealth, LLC or CreativeOne Securities, LLC.

 Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

 Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances. 

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. 

Additional details including potential conflicts of interest are available in our firm’s Form ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). 

Form ADV Part 2A
Form CRS
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We are not affiliated with or endorsed by any government agency and do not provide tax or legal advice.