We’re a team that’s got you covered.
We offer a full range of wealth management services designed to grow with you throughout you and your family’s life.

Wealth Management

The strategy and ongoing management of your financial portfolio with an emphasis on total lifestyle needs, active account management and complete support to help ensure your needs are met and your portfolio outlives you.

Insurance Strategies

A full spectrum of solutions and resources concerning insurance planning including Life insurance, Long Term Care insurance, and Disability insurance with an emphasis on asset preservation, income replacement, and wealth transfer.

Estate Design**

Strategies to reduce estate taxes, asset preservation and long-term care planning, planning for incapacitation, providing for future generations, wealth transfer, and charitable giving design with an emphasis on trusts, wills and legacy strategy.

College Savings

College funding design and planning with an emphasis on total portfolio review, funding options and Financial Aid assessments.

Retirement Saving & Income Planning

Funding and spending plans for your post-career phase of life with an emphasis on personal goals, lifestyle needs, and financial comfort.

Tax Strategies

Tax analysis, tax-reduction strategies, cost basis analysis, with an emphasis on tax-advantaged planning strategies for wealth preservation.

Contact Us Today
writing
laptop

Businesses & Organizations

Insurance Services

  • Insurance Group Life
  • Group Long Term Care
  • Group Disability
  • Key Person/Business Insurance

Retirement Services

  • InsuranceGroup Life
  • 403(b)
  • Simple IRA
  • Keogh
  • Deferred Compensation Non-qualified Plans

Training & Education

  • Printed Materials
  • Online Information
  • Employee Benefit Education Seminars/Workshops

Federal Employees***

  • Printed Materials
  • Online Information
  • Employee Benefit Education Seminars/Workshops

Navigate our Website

Who We Are

What We Do

Learn From Us

Sitemap

Maryland Office

9099 Ridgefield Drive Suite 101
Frederick, MD 21701

VP: (240) 439-6889
Voice: (240) 379-6929
Fax: (240) 379-6909

Texas Office

611 S. Congress Ave. Suite 440
Austin, TX 78704

VP/Voice: (512) 410-0739
Fax: (512) 692-2990

Categories

Categories

*Securities and Investment Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  Traditional/Fixed Insurance offered through Kramer Wealth Managers which is not affiliated with Osaic Wealth. This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside of the United States. Neither Osaic Wealth, nor its registered representatives, offer tax ore legal advice. For assistance with these matters, please consult your tax or legal advisor.

** Some services offered through independent strategic alliances/professional firms.

*** The securities products and services offered or provided by Osaic Wealth are not being provided or offered on behalf of the Federal Government.The offer of such securities is not sanctioned, recommended, or encouraged by the Federal Government. Osaic Wealth and Kramer Wealth Managers are not endorsed by or affiliated with the Federal Government.

This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

Copyright © 2024 – Kramer Wealth Managers

Created by CHILMARKeting
Adrianna Environmental B&W

Adrianna Rocha

Client Relations Representative

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX
adrianna@kramerwealth.com

Adrianna Rocha joined Kramer Wealth Managers in 2021.

Adrianna is responsible for client experiences and service. As part of the customer service team, she strives to help and provide top-notch service to our clients. As part of her role, she communicates with clients through videophone, schedules client meetings, prepares and processes forms, and gathers information for our advisors.

Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes pride in not only her own accomplishments, but her clients’ as well. Adrianna enjoys chatting about her slight obsession with dogs, houseplants, essential oils, and food: especially Mexican food! She is also a proud fur-mama to her beautiful Aussie-mixed pup, Ziva.

Adrianna is not registered with Osaic Wealth.