Where wealth meets purpose

At The Krause Collective, we are focused on more than just investments; we seek to grow with our clients and meet their evolving needs, bringing a unique understanding of family dynamics and an ability to translate complex concepts into understandable language.

Our goal is simple: reduce the complexity of our clients’ financial lives and provide tailored strategies to help achieve the future our clients want. We focus on a collaborative process to help clients navigate their unique objectives and goals during all stages of life.

We also help our clients feel informed, confident and secure with their investments, with peace of mind that they are in good hands. We want to be the trusted financial advisors that help clients make sense of their financial lives, collaborating to create and implement plans that help them achieve their goals while focusing on what is important to them.

Our wealth management approach

Sound investment strategies along with longer term focus (college funding, retirement, a second home, estate planning and wealth transfer) provide a disciplined approach to money management. Although this approach does not preclude taking advantage of short term market fluctuations and opportunities, alignment of those opportunities with long term goals is the primary focus. Drawing from the vast resources of RBC Wealth Management, a global leader in diversified financial services, and applying principles used to run businesses, we help clients understand the nature of various investments, their own investment style, and enable a more objective and comprehensive approach to personal financial analysis and planning. The process is to:

• Understand your current financial situation
• Define your personal investment style
• Establish your financial goals and objectives
• Create a sound investment strategy to help achieve your goals
• Implement sensible solutions that keep focus on your goals
• Update the plan as your life situation and the economy changes
• Enjoy the journey and the rewards of your efforts!

Specific areas of proficiency include:

• Alternative Investments including but not limited to 1031 Exchanges, private equity and private credit
• Annuities
• Cash management
• Charitable strategy
• College funding
• Estate planning services and transition, including trusts and special needs
• Executive compensation
• Investment allocation and selection
• Lines of credit
• Liquidity events including selling a business, home or inheritance
• Long-term care planning, including other insurance needs
• Major purchase funding (e.g., second home)
• Retirement income and planning
• Stock grant and option strategy
• Wealth management plans