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. 
 


Proud to be part of a AA- company

We are pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA- which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact us today to learn more about how we can put the strength of RBC to work for you.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.

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.

Krause & Thorpe Wealth Management Team

Please read more about the Krause & Thorpe Wealth Management Team

Heather Krause in the news

Heather Krause's most recent article on MarketWatch. Read Restricted stock units can be a building block for retirement savings for more information.

Latest Insights

Feature image photo of businessman

The Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 | Thomas Garretson, CFA |

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

Categories: Analysis

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Latest Insights

bride and groom holding hands on wedding day

Plan your children’s destination wedding without derailing your retirement plans

Dec 10, 2019 | RBC Wealth Management |

Luxury destination weddings can create lasting memories, but they also present special challenges for planning, especially when it comes to finances.

Categories: Wealth planning

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Latest Insights

mature man using laptop in the kitchen

Five strategies for taking your required minimum distributions

Dec 10, 2019 | RBC Wealth Management |

Here are five strategies to help high-net-worth individuals navigate required minimum distributions and protect their financial legacy.

Categories: Wealth planning

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