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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
January 30, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

As more and more advisors have discovered, standing out from the pack often involves offering more holistic, family office-style services.

In the latest edition of "Show Me Your Stack," Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies in Topeka, Kansas, said he collaborates with strategic partners including tax professionals and certified public accountants, providing back-office investment support for the tax clients of four associated firms.

I hope you'll check out these articles, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
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Show me your Stack
 
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Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.
 
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