Kedre Mellor, CPA/PFS
Capital WealthCare Advisors, L.C. serves clients in Wichita, Kansas and the Midwest. As a Registered Investment Advisor, we provide fee-only investment management to individuals, families, professionals, small business owners, qualified retirement plans, not-for-profits -- anyone with a desire to pursue long-term financial objectives.
Offering an advisor relationship built on personal trust and company-wide integrity, Capital WealthCare Advisors, L.C. has created a place where the processes are understandable, where investing and wealth strategy just feel right. This is evidenced in our Core Values:Providing a fiduciary standard of careFocusing on your goalsEstablishing consistency through an investment policy statementDelivering strategies based on the latest academic researchImplementing a passive investment approachIdentifying your ability, willingness and need to take riskProactively pursuing tax managementOffering institutional level of fixed income investingEnsuring open communicationFostering education and understandingManaging for multiple types of riskIncorporating targeted advanced planning