Services

Our Services

We take a holistic approach to your financial life, aligning your goals, values, and resources into a unified strategy. Whether you’re running a practice, leading a business, or managing generational wealth, we bring clarity and coordination to every moving part. 

Investment Management
We build and manage diversified, tax-efficient portfolios based on your risk tolerance, time horizon, and financial objectives. Our disciplined investment process is grounded in research and designed to support long-term growth and stability.

Protecting your wealth is as important as growing it. We assess potential financial risks and recommend appropriate insurance solutions to safeguard you and your family. 

Your employer-sponsored benefits can be a powerful part of your financial strategy—if used wisely. We help you evaluate and optimize your employer-sponsored plans, including retirement accounts, stock options, health coverage, and other key benefits. Own a business? We’ll help you design and implement the best solution for you and your team. 

We work proactively year- round to minimize your tax liability through strategic planning. Our goal is to keep more of your wealth working for you—today and in the future.

We help you take control of your financial foundation with smart budgeting and debt management strategies. We analyze your income, expenses, and liabilities to help improve cash flow and reduce unnecessary interest costs. Whether it’s managing cash flow from a high-income career, optimizing business distributions, or eliminating medical school or business debt, we build a plan that balances today’s needs with tomorrow’s ambitions. 

We support multi-generational wealth by fostering clear communication, shared values, and financial literacy. Whether it’s planning family meetings or educating younger generations, we help your legacy thrive. 

We help you make the most of your stock options, RSUs, ESPPs, and other equity-based awards. Our guidance helps you navigate tax implications, diversification strategies, and timing decisions with confidence.

Ensure your wishes are honored and your wealth is transferred efficiently. We coordinate with your legal team to develop a clear estate plan that aligns with your goals and provides peace of mind for your loved ones.

Comprehensive Financial Planning Services in Kansas City

Your financial goals are unique—and so is our approach. At Irish Capital, we serve high-net-worth clients with customized planning across every stage of life, from growing your business to leaving a lasting legacy.

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Fees

At Irish Capital, we believe transparency builds trust. That’s why we publish our pricing structure openly and clearly. You’ll always know what you’re paying and what you’re paying for—no surprises, no fine print.

Assets Under Management ($) Annual Rate (%)
First $1,000,000 1.00%
Next $2,000,000 (up to $3,000,000) 0.75%
Next $2,000,000 (up to $5,000,000) 0.50%
Next $5,000,000 (up to $10,000,000) 0.25%
Over $10,000,000 0.15%