Congratulations to the Krause & Thorpe Wealth Management Team for receiving the 2024 Best of Edmonds Award in the Financial Advisory Category presented by the My Edmonds News. Readers voted on several categories to determine the winners. We would like to thank the My Edmonds News Readers for this amazing recognition.
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.
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:
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Krause & Thorpe Wealth Management Team was also named a Forbes Best-In-State Wealth Management Team in 2024.
Learn more about the Krause & Thorpe Wealth Management Team
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!
Estate planning is an important part of your overall financial plan. Learn about some of these Estate Planning tools you should consider as part of your overall plan.
Learn more >
