A New Era in Wealth Management

Dear Valued Customers, Clients, Friends and Colleagues,

We’re proud to announce that Kramer Financial is now Kramer Wealth Managers. As many of you know, the way we serve clients has continued to evolve over the past few years. Our new identity had to satisfy our heritage and all of the existing expectations of what our brand stands for while also addressing the evolution in thinking we’ve undergone recently.

So please welcome our new look. It was a labor of love to shift from the old to the new but it was a healthy process of discovering once again what we are, who we serve, and how we want our story to be told. We now look as great on the outside as we operate on the inside. Yes, it’s a new era at Kramer Financial.

As you’ll notice, we have changed “Financial” to “Wealth Managers” in the logo and there is an important reason for it. By addressing that we are indeed “Wealth Managers” we are signifying that we are actively engaged in the process of advising, guiding and managing our clients needs every bit as much as we are their wealth. We are here to serve you.

To keep things clear, we’ll cover some basics:

  • We have the same exceptional team
  • We continue to offer the same services
  • We are in the same locations – Frederick and Austin
  • We have the same phone numbers

Thank you all for your continued support and enthusiasm during this exciting time for us. We are delighted with the new look and thrilled to be here to serve you.

Yours Sincerely,

Lee Kramer

Dave Frank

Danny Lacey

Stephanie Summers