Business Owners
Wealth, Designed With Purpose
Comprehensive planning for the life — and the business — you've built.
For many of the families we serve, most of their net worth is woven into the company they run. We design one coordinated plan across entity structure, tax, investments, protection, estate, and giving — so every part works together toward what matters most to you.
Most successful owners don't have a financial problem. They have a coordination problem.
A CPA handles the taxes. An attorney holds the estate documents. A 401(k) sits in one place, the business holds most of the value, and personal investments live somewhere else entirely. Each piece may be well managed — but no one is connecting them.
That's the work we do. Valeris is the connective layer across your business and personal financial life: one team, one plan, every decision considered in the context of every other. We begin by understanding you — your family, your goals, and what you're truly building toward — and then we design around it.
What this means for you is fewer blind spots, clearer choices, and a plan that holds together as your life and business evolve.
The Scope of Our Planning
One plan. Every domain of your financial life.
Comprehensive planning means nothing is considered in isolation. We bring these areas together into a single, coordinated strategy built around your priorities.
Business Structure & Entity Planning
Align your entities, ownership, and distributions with where you want the business — and your wealth — to go.
Cash Flow & Income Modeling
See clearly how income moves between you and your business, today and in the years ahead.
Tax Planning & Strategy
Coordinate decisions across the business and your household, in partnership with your tax professionals.
Retirement & Investment Strategy
Build a long-term investment approach and retirement path designed to fit your life — not a template.
Insurance & Risk Management
Help protect your family, your income, and the business you've built against the unexpected.
Estate Planning
Carry your wishes and your legacy forward — established in coordination with qualified legal counsel.
Charitable Giving & Philanthropy
Give with intention and structure, in a way that reflects your values and the people and causes you care about.
How We Work
A deliberate, unhurried process.
Good planning isn't rushed. We move through a structured sequence so you understand every option before any decision is made — and nothing is implemented without your direction.
Data Gathering
We build the full picture — documents, entities, accounts, and obligations — so we're working from facts, not assumptions.
Values & Goals
We clarify what matters most to you and your family, and what you're truly building toward.
Education
We make sure you understand the strategies and trade-offs in plain terms before any decision is on the table.
Plan Construction
We design the coordinated plan across every domain — built specifically to your situation.
Dress Rehearsal
We walk through the complete plan together, refining it before anything is set in motion.
Implementation
We put the plan into action — step by step, and only with your written go-ahead.
Ongoing Advisory
We meet, monitor, and adjust as your life and business change — because a plan is a relationship, not a one-time document.
Who We Serve
Built for complexity. Grounded in relationship.
Our planning is designed for people whose financial lives don't fit a simple template — and who want a team that sees the whole picture.
The Business Owner
Much of your wealth is tied up in the company. You need planning that treats the business and your personal finances as one connected system.
The High Earner
Strong income brings real complexity — tax, investment, and protection decisions that deserve a coordinated, proactive strategy.
The Family in Transition
A sale, a succession, a new chapter. When life is changing, thoughtful planning helps you move forward with clarity and confidence.
Let's Begin
Let's design what's next, together.
The first conversation is simply about understanding your situation and your goals — no pressure, no obligation. We'd be glad to listen.
Start the ConversationValeris Wealth Designs | Wealth, Designed with Purpose.
Platte City, MO & Kansas City, KS · valeriswealth.com
Jim Friddell and Josh Fuller are Financial Planners with, and offer securities and investment advisory services through, LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Insurance products are offered through LPL or its licensed affiliates.
Investing involves risk, including the possible loss of principal. No strategy assures success or protects against loss. This material is for general information only and is not intended to provide specific tax or legal advice. Estate planning services are provided in coordination with qualified legal counsel; please consult your attorney and tax professional regarding your individual situation.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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