Wealth Management Educational Links
Our Alliances
Kraft Asset Management, LLC partners with Buckingham Strategic Partners, a firm committed to creating a better wealth experience for
financial advisors and their clients. The firm’s comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need to deliver holistic wealth management solutions and to become better connected, more successful organizations.
Through our partnership with Buckingham Strategic Partners, we have the following alliances to help us better serve our clients:
Dimensional Fund Advisors (DFA)
Our structured asset class investment philosophy is translated by DFA into a pure, no-load mutual fund family, typically only available to large, institutional investors.
Charles Schwab & Company
Serves as our custodian and broker for client trades
Fidelity Investments
Serves as our custodian and broker for client trades
Investment Sites
The Internet Guide to 529 Plans
Hosted by 529 Plan expert Joe Hurley, this site is a comprehensive and up-to-date information resource on 529 plans and related education investment options.
The Coffeehouse Investor Web Site
A site created “to help people build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.”
Morningstar
Need more fund info? Go right to the source.
Fairmark Press Tax Guide for Investors
Handy tax resources, including an alternate source for IRS tax forms.
Family Resources
Affordable Colleges Online: College Savings and 529 Plans
Affordable Colleges Online: Parent Support Guide
Affordable Colleges Online: Student Loan Guidebook
Affordable Colleges Online: Tips on Choosing a Major
Affordable Colleges Online: Visiting and Choosing a College
Affordable Colleges Online: Financial Aid for Online Colleges
Fidelity: Your Guide to the Inheritance Process
Other Resources
Kraft Asset Management:
Online Client Portal
Wealth Management for Families & Business Owners brochure
Multi-Family Office Support brochure
KraftCPAs (an affiliate of KAM):
Implications & Implementations of the Tax Cuts & Jobs Act
Web Tax Guide
Links to Web sites outside of www.kraftasset.com and our Kraft affiliates are provided for your convenience. Kraft Asset Management, LLC makes no promises as to the quality of their information, services or products.