Sterneck Capital Management, LLC

Sterneck Capital Management, LLC Registered Investment Advisor; Wealth Management & Financial Planning

Founded by Frank and Robin Sterneck, the firm was originated to apply institutional expertise and tools to help individuals and their families invest wisely to achieve their financial goals. Sterneck Capital designs customized portfolios commensurate with clients' risk tolerance, time horizon and personal objectives. Sterneck Capital Management (SCM) is a multi-cap, value manager with a broad expertise in the equity, options and fixed income markets. The firm relies on fundamental analysis and to a lesser extent quantitative analysis, believing fundamentally sound companies are good to own, but should be purchased at the right price. Generally, SCM operates with a long-term focus and often buys on weakness and sells on strength.

Estate Planning can protect your legacy and requires more than a basic will, especially for high-net-worth individuals a...
09/14/2026

Estate Planning can protect your legacy and requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind.

Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs @ 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we ar...
09/11/2026

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we are capable of in our darkest moments.

On Patriot Day, we pause to honor the lives lost on September 11, 2001, and to pay tribute to the first responders, volunteers, and everyday individuals who showed extraordinary strength when it mattered most.

We remember. We honor. We will never forget.

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/04/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

For families and individuals with significant wealth, a clear and personalized financial strategy is essential. At Stern...
07/31/2026

For families and individuals with significant wealth, a clear and personalized financial strategy is essential. At Sterneck Capital Management, we focus on high‑net‑worth planning that helps you preserve your wealth, grow your assets, and build a lasting legacy for future generations.

If you’re ready to explore a strategy tailored to your goals, we’re here to help.
Call 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
07/22/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact 816 531 2244 or schedule a consultation : http://bit.ly/3uOZAEX.

services are offered by Sterneck Capital Management.

Sterneck Capital delivers fiduciary, fee‑only wealth management built for individuals and families seeking clarity, conf...
07/09/2026

Sterneck Capital delivers fiduciary, fee‑only wealth management built for individuals and families seeking clarity, confidence, and long‑term partnership. With institutional‑level investment expertise and deeply personalized financial planning, we help high‑net‑worth clients navigate complex decisions and stay aligned with their goals.

Ready to explore how our guidance can support your financial future?
Call 816‑531‑2244 or schedule a consultation: http://bit.ly/3uOZAEX.

services are offered by Sterneck Capital Management.

Happy Fourth of July!Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether t...
07/03/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether that means fireworks, family, or a mouth-watering backyard cookout, our team hopes you have a patriotic and joyful celebration.

Please note that the office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

Real estate can play a meaningful role in a sophisticated wealth strategy. For high-net-worth individuals, multiple-prop...
06/30/2026

Real estate can play a meaningful role in a sophisticated wealth strategy. For high-net-worth individuals, multiple-property ownership often reflects broader capital allocation and long-term legacy objectives.

When incorporated into a comprehensive wealth plan, real estate functions as more than a standalone asset. Strategic structuring and coordinated oversight can help position property holdings within the context of your portfolio and wealth management strategy. Swipe through to learn more.

If you are considering acquiring an additional property or simply evaluating how existing real estate holdings fit into your overall wealth strategy, our team is here to help evaluate your financial planning options. Call 816 531 2244 or schedule a consultation: http://bit.ly/3uOZAEX.

services are offered by Sterneck Capital Management.

Happy Father's Day to all the fathers and father figures who show up with dedication, patience, and purpose.The day is a...
06/21/2026

Happy Father's Day to all the fathers and father figures who show up with dedication, patience, and purpose.

The day is a chance to honor the dads and father figures who have taught us life lessons, made us laugh, and shown us what dedication looks like.

To those celebrating, being celebrated, or honoring the memory of someone who shaped your journey, we wish you a meaningful day filled with appreciation.

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, ...
06/14/2026

Every June 14th, we celebrate the Stars and Stripes on Flag Day. While we’re all familiar with the United States’ flag, we might not know all of the history behind this symbol.

To celebrate, we wanted to share a few fun facts about the history of the flag:

🔹 The current 50-star design was created by a 17-year-old. Robert G. Heft of Lancaster, Ohio, submitted the design as a high school project in 1958. It was chosen by President Eisenhower out of more than 3,000 submissions in 1960.

🔹 There have been 27 official versions of the flag. Twenty-five of those changes were solely to update the number of stars every time a new state joined the Union. The star additions were admitted on July 4th, and, together, they give us a rich visual history of the country's growth over time.

🔹 The colors for the flag have taken on their own meanings over the years. Charles Thomson, secretary of the Continental Congress in 1774, suggested that red represents hardiness and valor, white symbolizes purity and innocence, and blue stands for vigilance, perseverance, and justice.

🔹 Six American flags have been planted on the moon. Neil Armstrong and Edwin E. “Buzz” Aldrin were the first, but five additional Apollo missions have also left a flag on the lunar surface.

🔹 The current design is the longest-running version in history. No new states have been added since Hawaii joined the union in 1959, making this the most enduring flag design the country has ever had.

Wishing you a wonderful Flag Day filled with pride and appreciation for the history behind the flag we share.

Address

1251 NW Briarcliff Pkwy Ste 95
Kansas City, MO
64116

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 8am - 5pm

Telephone

+18165312254

Alerts

Be the first to know and let us send you an email when Sterneck Capital Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share