Helping busy people build and preserve wealth


A unique perspective

We help busy people manage their money. Our clients lead full and busy lives, balancing things that must be done with things they love to do, with little time spent on their own finances. Being a mother-daughter team, our multi-generational viewpoints and diverse backgrounds offer a unique perspective to the financial advisory process, bringing real benefit to clients looking for financial and investment guidance. Heather brings her experience from nearly two decades in the corporate world in a variety of leadership, operational and technical roles, mainly in Fortune 500 companies. Pat has been a financial advisor since 1980, following a twenty year career in teaching, and as a public official in both local and county governments.
 

There's wealth in our approach

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 and focus on what is important to them. Our unique perspective allows us to work closely with those looking for a more comprehensive approach, that is aligned with their personal and cultural beliefs.

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.

Our family looks forward to working with you and your family!

Contact Us  


Heather Krause

Senior Vice President - Financial Advisor, Assistant Branch Director, Consulting Group

Patricia Thorpe

Senior Vice President - Financial Advisor

Johanna Van Scoy

Senior Registered Client Associate

Natasha Bulpin

Financial Advisor

Heather Krause was recently featured in a KOMO News article. Click here to read "Why too much company stock is risky".


 

Latest Insights

House of Parliament in London at dusk

Brexit impasse: Divided we stand

Mar 15, 2019 | Frédérique Carrier |

Will the UK trip over itself on the way out the door? What does this baffling Brexit mean for the economy and markets?

Categories: Analysis

Read More
Dessa talking in an interview

Stories of empowerment: Dessa uses her love of language to empower others

Mar 07, 2019 | RBC Wealth Management |

To celebrate #iwd2019, we asked rapper, singer and writer Dessa to share her empowering stories of growth, leadership, and struggle.

Categories: Values in action

Read More
Susannah Wellford talking in an interview

Stories of empowerment: Former aide is shaping the next generation of political leaders

Mar 07, 2019 | RBC Wealth Management |

To celebrate #iwd2019 we asked Susannah Wellford to share her empowering stories of growth, leadership, and struggle.

Categories: Values in action

Read More