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.

Businesses & Organizations

Insurance Services

Retirement Services

Training & Education

Federal Employees***

Adrianna Environmental B&W

Adrianna Rocha

Client Relations Representative

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.