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. 
 


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.

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
  • 2021 Forbes Best-in-State Top Wealth Advisor
  • 2020 and 2021 Forbes Top Women Wealth Advisors
  • 2020 Working Mother's Top Wealth Advisor

Heather's Insights

The new normal

The new normal

Our own Heather Krause’s take on the ‘New Normal’. Read More >

Latest Insights

Should equity investors be optimistic in 2021?

Equity markets have responded tamely to strong corporate earnings and GDP growth estimates. But investors shouldn’t overlook the bigger trends afoot.

Read more