Net Unrealized Appreciation (NUA)

Our comprehensive wealth service offers everything you need to manage and grow your individual financial assets.

Net Unrealized Appreciation (NUA) hero image

Net Unrealized Appreciation (NUA)

Our comprehensive wealth service features an all-encompassing approach to managing and growing your financial assets. 

Client

Konza Global Wealth Group

Date

Launched in 2024

Location

Overland Park, KS

At Konza Global, our team possesses deep expertise in NUA strategies and distributions, with a focused specialization in retirement planning. We are dedicated to delivering personalized service and leveraging our industry-leading expertise to help you navigate your financial journey. Our commitment is to partner with you to meet your financial goals, enabling you to manage your retirement planning confidently and enjoy a stress-free retirement. With decades of experience at your disposal, we are equipped to support you in taking control of your financial future.

Our Advantage

At Konza Global, our team possesses deep specialization in NUA strategies and distributions, with an expertise in retirement planning. Over the years we have implemented various client NUA strategies, providing substantial tax reduction in retirement. Our commitment is to partner with you to meet your financial goals, enabling you to manage your retirement plan confidently while enjoying a stress-free retirement.

Tell us your financial aspirations, and we’ll handle the rest

Our team actively manages your portfolio using tailored strategies that maximize returns and minimize risk — providing you with reports and insights every step of the way.

Learn More About Us

Konza Global Wealth Group Is Here to Help You

Get to know us and learn how we can help you invest and retire with confidence.

As a fiduciary, we thrive on helping others reach their financial goals. Whether it’s investing, retirement planning, or financial planning we put our clients first to help individuals achieve their desired goals and aspirations.

We’re here to help you create financial plans that look at the big picture and include unique investment opportunities tailored to your goals and risk level.

Read our blogs to learn more about us and how we can help you reach your financial goals.

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