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O'Renick Wealth Management Co., Inc.

O'Renick Wealth Management Co., Inc.

Investment Management Firms

Description

O'Renick Wealth Management Co., Inc. provides financial services for individuals, families, trusts, and corporations. It offers investment management services, which include risk questionnaire, investment policy statement, asset allocation, no load mutual funds, exchange trades funds, government bonds, treasury bills, corporate and municipal bonds, and separate managed accounts. The company also provides retirement planning services, such as financial assessment, cash flow projections, resources and needs analysis, required minimum distributions, and retirement plan design. In addition, it offers account types, which include personal, joint, trust, custodial, various IRA, 401(k) plans, profit sharing plans, and defined benefit plans. Further, the company provides investment supervisory services; and manages portfolio assets, monitoring investments, and providing reports on the portfolio. Furthermore, it operates as an insurance agency. O'Renick Wealth Management Co., Inc. was formerly known as O'Renick Companies, Inc. and changed its name in September 2010. The company was founded in 1968 and is based in Leawood, Kansas. As of September 1, 2010, O'Renick Wealth Management Co., Inc. operates as a subsidiary of Bukaty Companies, Inc.

Corporate Address

11300 Tomahawk Creek Parkway Suite 190 Leawood, KS66211 United States of America

United States of America

913-338-5300

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