Krause & Thorpe Wealth Management Team
Providing our clients with relevant information on timely content, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the featured information on this page and contact us to discuss any of these topics in more detail.
The spring issue of RBC Wealth Management’s Prosper·US magazine features stories about how the women of RBC foster a culture of growth and support for their colleagues and clients. Read about the power of strong mentors and sponsors, the importance of succession planning and tips on everything from beach reads to summer essentials. Read the spring 2023 edition.
If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them.
Connect with us today to add a trusted contact person to your account.
When it comes to finances, millennials tend to prioritize planning for long-term wealth, making a difference in the world and retiring early, according to a recent RBC Wealth Management survey. Read the survey report to learn more about the millennial mindset.
Read the article starting on page 8, 'Sleek in Seattle' to see how Natasha Bulpin helped create a more inviting experience for clients when meeting with the team here.
If anything you have learned has spurred an investment idea or you wish to receive more information about The Krause & Thorpe Wealth Management Team and how we can help grow your wealth, please contact us today.
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!
Please see below for articles written by Heather in local and national news.
View our archive below for Financial Advisor Heather Krause's previously released blogs. To view the full library of all Insights articles, visit our Insights blog page.
Learn more about how Heatther and other women of RBC have grown thanks to the help of Title IX.
