What We Do

As advisors, our purpose is to give our clients

the confidence that comes from working with experienced wealth advisors who value evidence over emotion and research over blind opinion.

the reassurance that comes from working with advisors who are bound by their fiduciary duty and are backed by KraftCPAs — a locally-owned, independent CPA firm that has been in business for almost 60 years.

the peace of mind that comes with knowing they have a personalized plan that renders the market’s ups and downs irrelevant to their future prosperity.

The first step is establishing a close and trustworthy relationship with our clients. We work intimately with our clients to uncover their most important values, goals and relationships. That deep knowledge forms the foundation for each client’s individualized plan.

Once we understand what each client wants to achieve, we then focus on the most effective way to get there. This is where the “science of investing” comes into play. At the heart of our approach is what decades of unbiased, peer-reviewed research and evidence have shown to be the best way to build long-term wealth. By investing in low-cost, broadly diversified funds and financial instruments, and taking only the risk that is necessary and appropriate, our clients are able to effectively capture the returns the markets provide.

Our Wealth Strategy

As we build our advisory relationship with clients, our focus remains on the client, and on resolving complex issues within the following four life planning components:

Building Wealth

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Preserving Wealth

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Transferring Wealth

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Donating Wealth

Each component is addressed when — and if — it plays an integral role in a client’s life. We help clients balance and identify changing needs within their career and creative aspirations, charitable goals, family sharing time, and social and leisure activities. When changes are warranted, we help ensure smooth transitions for our clients, or for multiple generations within their family.

True Wealth Management

We take a holistic, all-encompassing approach to wealth management, and managing investments represents only part of the picture. With wide-ranging experience and expertise in a variety of other financial areas, we are able to serve as the “quarterback” of our clients’ broader financial teams.

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Investment Management

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Re-Balancing

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Income Tax Planning

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Retirement Planning

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Estate Planning

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Risk Management

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Cash Flow Management