For too long, traditional wealth management firms have followed the same outdated playbook, offering cookie-cutter investment strategies that focus more on managing wealth than creating it. At Prevail Innovative Wealth Strategies, the mission is different—founded in 2017, Prevail was built on the belief that the conventional financial system is broken and that clients deserve more than just stock market-dependent portfolios.
Over the past year, Prevail has continued to challenge the status quo, embracing innovation, expanding its team, and delivering investment opportunities that go beyond what most financial advisors offer. As they look ahead, their focus remains on empowering clients, providing smarter investment strategies, and keeping financial control with the individual.
Growth has been the theme, and 2024 was their biggest year yet. The firm welcomed 13 new advisors and team members, bringing fresh perspectives and diverse knowledge to better serve clients.
One of the most exciting milestones of the past year was the success of Prevail’s real estate investment division, which surpassed $400 million in private real estate investments. Unlike traditional stock market investments, these opportunities allow clients to diversify their portfolios with non-market-correlated assets, reducing their exposure to market volatility and providing stability even during economic uncertainty.
Another area of major success has been corporate retirement benefits. In 2024, Prevail began managing the retirement plans of some of Kansas City’s longest-standing businesses, bringing wealth management directly to employees who may have never had access to an advisor. By doing so, Prevail is bridging the gap between financial planning and everyday workers, ensuring more people have the opportunity to build lasting wealth.
At its core, Prevail believes the traditional financial system needs a shake-up. Most wealth managers rely heavily on market-driven investments, but that approach often leaves clients vulnerable to economic downturns. Prevail takes a different path, incorporating strategies that go beyond the public markets.
By integrating private real estate, alternative investments, and tax-efficient wealth-building strategies, Prevail helps clients create passive income, reduce risk, and build financial independence. This philosophy challenges the notion that wealth creation is only for the ultra-wealthy. Instead, Prevail makes sophisticated investment strategies available to those who want to take control of their financial future.
One of the most ambitious projects in Prevail’s history is set to launch this year in 2025. In keeping with Prevail’s philosophy of creating a diversified investment approach, non-correlated assets and the ability for clients to create wealth in sectors outside of the public markets will be in focus.
Prevail believes that wealth should be used as a force for good, and their commitment to giving back is reflected in their ongoing philanthropic efforts. In 2024, Prevail’s charitable event with Team Up for Down Syndrome raised $150,000, bringing their total contributions to over $600,000. These funds directly support programs that provide housing, education, and job training for individuals with Down syndrome and other unique abilities.
Most firms offer a one-size-fits-all approach, providing clients with a single advisor and a standard portfolio mix. Instead of a single advisor, clients work with a team, their financial board of directors, to bring together credentialed Advisors in investing, tax strategy, estate planning, and business consulting. Clients receive a fully customized plan designed specifically for their goals, risk tolerance, and financial vision.
As Prevail moves into the new year, the firm is more committed than ever to helping clients take back control of their financial futures. Prevail is located at 4745 West 136th Street in Leawood. For more information, visit prevailiws.com.