Who is your typical client?

We work with a variety of individuals, couples, families, businesses, organizations and investment funds all over the country. Many – but not all of our clients are Deaf or hard of hearing. All of our clients have both no debt and investable assets.

Our typical individual clients fall in a few categories – those who are earning income and seeking investment growth, others who are preparing for retirement and looking to protect their assets, or those who are using their funds and have a systematic withdrawal plan.

We also work with families and groups to structure and diversify assets, enact tax strategies, and to identify appropriate investment opportunities that meet individualized goals.

The companies, organizations and funds that choose Kramer Wealth Managers do so because we have over 20 years of experience managing funds and they stay with us because we provide an incredibly personalized level of service that all of our clients come to appreciate.

Our clients are looking for someone they can count on to be there through all of their important milestones in life – and the changes in strategy that come with managing wealth over time.

Adrianna Environmental B&W

Adrianna Rocha

Client Relations Specialist

240-379-6929 V
240-439-6889 VP
512-379-6909 FAX

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.