Heather Krause named one of Forbes Top Women Wealth Advisors

At Krause & Thorpe Wealth Management, we are very proud that Financial Advisor Heather Krause was named a Forbes Top Wealth Advisors in 2020. 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!

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 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. 
 

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Heather's Insights

What to do with your RSUs

What to do with your RSUs?

Learn about ways to leverage company stock and avoid its pitfalls. Read More >

Latest Insights

Will the Fed's shifting inflation strategy impact the interest rate outlook?

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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