Our focus is simple: to be the trusted 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.
As a mother-daughter team, we offer a unique multi-generational approach to investing. With our diverse background, we can offer different perspectives to the way you approach the financial advisory process.
We manage our clients' assets as fiduciaries--we act in our clients' best interest, eliminate conflicts of interest, and our fee is transparent and tied to the service we provide. We are a full service team, offering guidance for: account and investment management, wealth management planning, rollovers, stock-option and -grant strategies, college funding, retirement income, insurance coverage, life changes of divorce or death, aging parents, and more. We can work closely with your team of support, such as your CPA and attorney, to ensure efficient tax strategies and estate wishes are in alignment.
We welcome you to experience the Krause & Thorpe Wealth Management Team difference yourself. Contact us today to set up your initial meeting to determine if working with our team is a fit for you and your goals. Our family looks forward to working with you and your family.
We are very proud of my firm’s commitment to inclusion and equality and the ongoing support we provide to national and local organizations that serve the LGBTQ+ and other diverse communities. Please contact us today to learn more about our commitment to equal rights for all or to discuss how we can help you achieve your financial goals as an LGBTQ+ individual, couple or family.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
At Krause & Thorpe Wealth Management, we are very proud that Financial Advisor Heather Krause has received these prestigious industry awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Heather!
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Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?