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 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. 

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.

Meet the team

Learn more about the Krause & Thorpe Wealth Management Team 

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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
  • 2020, 2021, 2022 and 2023 Forbes Top Women Wealth Advisors
  • 2021, 2022 and 2023 Forbes Best-in-State Wealth Advisor
  • 2022, 2023 AdvisorHub Advisor to Watch
  • 2020 and 2021 Working Mother's Top Wealth Advisor

Heather's Insights

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