Helping busy families build and preserve wealth


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. 

Two generations, one team:  a unique perspective

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 act in our clients' best interest —with transparent costs tied to the services and solutions we provide. We are a full service team, offering guidance for wealth planning, account and investment management, philanthropic strategies, stock-option and -grant strategies, account consolidation and simplification. We help ensure rollovers, college funding, retirement income, insurance coverage, and life changes like divorce/death/windfalls/aging parent finances are identified and addressed with personalized care. We work closely with your team of support, such as your CPA, attorney and philanthropic advisor to help ensure efficiency and alignment of goals and strategies. Our approach is as unique as your goals and family dynamics.

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. 
 

Two generations, one team. Helping busy families build and preserve wealth


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 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!

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the Krause & Thorpe Wealth Management Team 

Proud to work with a nationally recognized teammate

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!

Heather Krause
  • 2020, 2021, 2022, 2023 and 2024 Forbes Top Women Wealth Advisors
  • 2021, 2022 and 2023 Forbes Best-in-State Wealth Advisor
  • 2022, 2023 AdvisorHub Advisor to Watch
  • 2020 and 2021 Working Mother's Top Wealth Advisor
 

Proud to be a national award-winning team

Krause & Thorpe Wealth Management Team was also named a Forbes Best-In-State Wealth Management Team in 2024.

Heather's Insights

Woman writing check

Charitable giving with a personal Donor-Advised Fund (DAF)

Now that you have educated the children, saved well for retirement, and otherwise achieved financial success, what is next?  Charitable Giving with a personal Donor Advised Fund (DAF).

Learn more >

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.