Sterneck Capital Management, LLC

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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.

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ...
10/11/2026

National Savings Day on October 12th is a great opportunity to take a closer look at your financial habits and identify ways to make saving a more consistent part of your routine. In many cases, small, intentional actions can help strengthen your financial foundation over time. Swipe to learn more.

If you would like to discuss savings strategies and financial planning opportunities that fit your goals, contact us today at 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX. We are here to support you.

services offered by Sterneck Capital Management.

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may p...
10/02/2026

Many affluent families assume they can simply pay for future care expenses out of pocket. While substantial assets may provide flexibility, long-term care (LTC) planning is about much more than covering a bill. It is about protecting your lifestyle, preserving your legacy, and ensuring your broader financial strategy remains intact. Swipe to learn more.

If long-term care planning has not been reviewed recently as part of your wealth strategy, contact us to discuss how it fits into your overall financial plan. Call 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

As the season begins to shift, it can be a good time to revisit the financial decisions that support the life you want t...
09/24/2026

As the season begins to shift, it can be a good time to revisit the financial decisions that support the life you want to lead.

At Sterneck Capital Management, we provide clear, personalized wealth and retirement planning designed around your goals, priorities, and long-term vision. As a fee-only fiduciary firm, we put your interests first—helping you move forward with a disciplined plan and greater confidence.

Ready to start the conversation? Call 816‑531‑2254 or schedule a conversation: http://bit.ly/3uOZAEX

services offered by Sterneck Capital Management.

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.

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

Website

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