# Whole Wealth - **Website:** - **Primary alias:** `whole-wealth.com` ## Description Whole Wealth is an independent financial services firm based in Overland Park, Kansas, founded by Erica Rice, MBA. Its Well-Wealth Method combines financial planning with clients’ personal well-being, aiming to make complex decisions clearer and support a more confident relationship with money. The firm serves individuals at different financial starting points, including wellness practitioners, business owners, and purpose-driven people, and works with clients nationwide through virtual meetings. Whole Wealth’s investment advisory services include retirement income planning, cash flow planning, wealth and asset management, risk tolerance profiling, tax-minimization strategies, and tax-loss harvesting. Its approach features conversational coaching, data-driven planning, transparent recommendations, and regular check-ins to help clients build sustainable financial habits. The firm also offers interactive workshops and a weekly newsletter with financial tips and tax-aware ideas. Investment advisory services are provided under a fiduciary standard through CreativeOne Wealth, LLC. Insurance products, including annuities, are offered separately as an outside business activity, may involve commissions, and are subject to a best-interest standard. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idOHpFZDzl/w/370/h/103/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791017188688) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Kaitoke Green | #004631 | accent | | Tiber | #07272d | dark | | Westar | #e5e3dd | light | ## Fonts - Montserrat — asset _(google)_ - Source Sans Pro — asset _(google)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._