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.