Wealth Management

Wealth Management

We work with you to establish and execute a plan that helps you meet your financial goals.
Financial Planning

Financial Planning

We provide planning and support for people who are thinking about or are already retired.
Insurance Strategies

Insurance Strategies

We discuss options for structuring estates, planning for taxes & maximizing your income.

When is it time to contact Kramer Wealth?

Our services are designed to support our clients throughout the different stages of financial planning throughout a lifetime. Whether you are just starting to invest, growing your family, or thinking about retirement, we are here to grow with you.

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.

My clients’ accomplishments are also my own. 

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 FSC Securities Corporation.