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.
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.
Life’s curveballs are a surprise—sometimes positive but not always. Help protect your finances with an emergency fund of at least six months of expenses.
I am honored to receive this recognition for the second year in a row, and lucky to have such a great team to partner with and support me! Thank you to my team and amazing clients!
April is Financial Literacy Month, a month focused on educating people about the importance of planning for a secure financial future.
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!
Funding a college education shouldn’t be a burden. Here’s how families can work together to meet their financial goals. Learn more >
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.