Your trust. Our expertise.
Because your family’s financial well-being is our top priority, we want to help you feel supported at every stage—not just by us, but by the trusted professionals you may need along the way.
These are independent professionals our clients often work with—handpicked for their quality but not affiliated with Baxter & Associates or Osaic Wealth.
Preferred Partner
A banking partner you can trust
As a fourth generation, family-owned institution, Fidelity Bank’s roots run deep in Wichita. They are a full-service bank offering individuals and families premiere services that keep them connected to their money while building their financial future. Their private banking team specializes in meeting the needs of high-net-worth individuals. They help businesses, large and small, meet challenges with confidence and empower their progress through cash management, credit and capital services. Their culture of service extends beyond banking to include generous community investment, charitable support and volunteerism.
We are honored to include them in our local network of professionals.