Our Story

Our Culture


We are a wealth management firm headquartered in Kansas City, backed by the research and investment teams at Goldman Sachs.


We offer financial planning and investment management to individuals, their families, and their businesses nationwide.


We believe in thinking differently and challenging the status quo. We refuse to offer a cookie-cutter approach to your wealth.

Meet the Team


Scott Wesley


Drew Waldron


Ryan Lilja

Wealth Advisor

Josh Zach, CFP®


Luke Ross, CFP®

Director of Operations

Bethany Boschert

Director of Client Service

Lindsay Lewis

Wealth Advisor

Joe Morrow, CPA CFP®


Nikita Waldron, CPA

Wealth Advisor

Reed Roney

How We Help

Wealth Planning
Family Office Services
Investment Management
Business Planning
Risk Management
Retirement Planning

Wealth Planning

When it comes to financial planning, there is only one person that matters: You.

Because this is your life, your goals, your dreams. That’s why we focus on financial planning for your whole life – from your first job to your last and beyond.

As the focal point of our planning process, you’ll have a better idea of where you stand, where you’re going and how you’ll get there. In fact, the more engaged you are, the better the chances that you will be able to create – and fund – the life you’ve always wanted.

Our job is to keep everything on track. Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.

A financial plan that puts you at the center, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way.

While our planning process can be divided into steps, it really is an ongoing endeavor that evolves as your life does. Our entire firm is predicated on making you better.

Family Office Services

Financial planning is for everyone who wants to manage their investments wisely. Period.

But for high-net-worth families, the challenges are different.

We help high-net-worth families create a story-board for what they want to accomplish with their wealth today and in the future. We ask a lot of questions, listen to different perspectives and then bring unique ideas and a customized plan to help bring the family story-board to life.

We know that each family has its own dynamics and history and our approach is to maximize the collective family dream.

Because there is a better way.

Investment Management

Investment management and investment products are like technology – constantly changing, continually evolving and usually not explained. In both, success depends on being the most functional, most flexible and being used at the appropriate time.

  • Separately-managed accounts
  • Tax credits
  • Mutual funds/ETFs/UITs/Closed-end funds
  • Limited partnerships
  • Private placements
  • Real Estate opportunities
  • Venture capital
  • Alternative investments
  • Commodities
  • Precious metals
  • Currencies

Because there is a better way to invest.

Business Planning

It’s more than your business; it’s your life’s work.

You’re a leader, a visionary, and an innovator who built a business into a success. Your business is a huge part of your life and your net worth, so you know too, that there’s rarely a clear-cut line between your personal finances and your business’s balance sheet.

We understand business planning is not that different from personal financial planning – it is the daily management and balance of investments and risk, and planning for the future. It is about setting goals, employing the right strategies and tools to achieve them, and ultimately realizing the value that you’ve created.

You’ve worked hard to build your business. Let us help you along the way.

Because there is a better way to business.

Risk Management

Owning a portfolio is like operating a business – no matter the size – both will bring you a number of risks that can dramatically alter your success and potentially cause you financial hardship.

But you can protect against those risks by creating a Risk Management Plan in very simple steps:

  1. Identify the risk
  2. Assess the likelihood of the risk
  3. Attack the risk
  4. Periodically monitor and review the risk

There really are just four ways of dealing with risk. You can:

  • accept it;
  • transfer it;
  • reduce it; or
  • eliminate it.

But good risk management will improve the likelihood of your portfolio – and your business – succeeding. Let us help build a customized risk management plan for you.

Retirement Planning

Planning for the future you always wanted – starting today.

Life’s a journey; one with many twists and turns along the way. One day you’re graduating college, the next you’re leaving work behind for a new adventure. The question is: How ready are you to navigate your journey to retirement? Do you know what it takes to manage your money and help it last as long as you need it to?

We do. And, we know it’s never too early to start planning for the future you imagine.

No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now.

Because there is a better way to retire.

What Our Clients Say

Brian J.
Jamie S.
Jeff C.

Drew, Scott and the team are more than just advisors for Courtney and I. They have become dear friends that we cherish in so many ways. If our most important asset is time, they treat it with tremendous respect. Whether we’re meeting about our own financial situation, being introduced to other like-minded people or relaxing with one another’s families they bring value to every interaction.

- Brian J.


We highly recommend Canvas Wealth Advisors. The guidance and network Canvas has provided over the past few years for our family have proven invaluable as we navigated selling a company and building our next chapter in life.

- Jamie S.


Canvas brings a refreshing approach to the sea of Wealth Advisory options. We chose Canvas because that differentiated, high touch focus resonated with us. Not only do they have a keen understanding of our family's unique financial goals, but I truly feel as though we work as a partnership in achieving those goals. An example of this is their value-added approach to providing investment alternatives and connections to help build my business.

- Jeff C.


*All testimonials given by current clients of Canvas Wealth Advisors. Individuals were not compensated for their testimonial.  

Get In Touch

Kansas City Office

6136 Nieman Rd
Shawnee, KS 66203

Wichita Office

1133 East 2nd Street N
Wichita, KS 67214

Investment advisory services provided by Canvas Wealth Advisors, LLC, a registered investment adviser.   

This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside.   

All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.     

Canvas Wealth Advisors, LLC and its representatives do not provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.