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.
We’ve been told we manage money differently than others—a much more personal connection with our clients and their hopes, dreams, concerns, and unique interests. We’ve seen a rise of interest and participation in philanthropic strategy over the past 5 years, much of it driven by the wealth created in the technology sector. A real philanthropic strategy is so accessible to younger investors now, not just the retired. We enjoy helping our clients identify areas of interest and working with them to make an impact with their giving—and in a more tax efficient way for them.
Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.
If you see a topic here that you would like to discuss, please feel free to contact us anytime. We would value the opportunity to speak with you and answer any questions you may have.
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RBC Wealth Management is here for you
As the U.S. continues to emerge from the COVID-19 pandemic, RBC Wealth Management is pleased to welcome clients back to our offices, where local regulations permit.
We remain committed to protecting the health and safety of our colleagues, clients and communities. In locations where the local government has implemented a mask mandate, you must wear a face mask while on RBC premises. If no mask mandate is in effect in your location, masks are optional. If you are feeling unwell, please reschedule your visit.
Virtual meetings also continue to be available to accommodate your preferences. Please contact me to schedule a virtual or in-person meeting or with any questions or concerns.
Clients can also access account information anytime via RBC Wealth Management Online.
Distinguished by a long heritage of financial strength, 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 are proud of our firm’s ongoing support of the LGBTQ+ community, both internally and in our community. RBC Wealth Management was recognized for the 13th year as a “Best Place to Work for LGBTQ+ Equality” by the Human Rights Campaign’s Corporate Equality Index. Contact us to learn more about our commitment to equal rights for all, or if we can help you plan for and achieve your goals as an LGBTQ+ individual, couple or family.