https://vimeo.com/808788128 Hello, everyone. We wanted to share a quick update with all of you about Silicon Valley Bank (SVB) and Signature Bank. I would like to share about SVB first.…
https://vimeo.com/798533939 In today’s vlog, I will be discussing the SECURE Act 2.0: 529 Plan rollovers to Roth IRAs. Before I elaborate about it, we shared our vlog about the changes…
https://vimeo.com/781939790 Emotions and Your Money Investing in the stock market can sometimes feel like riding a rollercoaster, full of ups and downs. There’s the thrill and excitement when the market…
https://vimeo.com/788008872 SECURE Act 2.0: Required Minimum Distribution (RMD) On December 23, 2022, the Congress passed the SECURE Act 2.0 to upgrade the Setting Every Community Up for Retirement Enhancement…
https://vimeo.com/788023290 We, Kramer Wealth Managers, want to take the opportunity to share our market insights for the fourth quarter of 2022. Stocks ended a volatile fourth quarter with a slight…
https://vimeo.com/779282217 The forgotten 401(k) problem 401(k) is one of the popular retirement savings accounts for Americans. It is a great tool for saving money in a tax-efficient way. However, many…
https://vimeo.com/754301650 A Decision Not Made Is Still a Decision In this vlog, I would like to focus on the decision-making you have regarding your investments and/or finances. For those who…
https://vimeo.com/754301495 Should you consider 529 plan or ABLE account for your child with a disability? Parents want to do what is best for your child. Of course, you want to…
https://vimeo.com/768184536 Yesterday, the IRS announced increased limits for retirement plan contributions for 2023 for both employer-sponsored plans and individual retirement accounts. Employer Sponsored Plans (401k/403b/TSP/457) The maximum increased from $20,500…
https://vimeo.com/761181649 Hello everyone, Kramer Wealth Managers would like to take the opportunity to share some market insights about what happened in the past quarter. This focuses on 3rd quarter of…
9099 Ridgefield Drive Suite 101
Frederick, MD 21701
VP: (240) 439-6889
Voice: (240) 379-6929
Fax: (240) 379-6909
611 S. Congress Ave. Suite 440
Austin, TX 78704
VP/Voice: (512) 410-0739
Fax: (512) 692-2990
*Securities and Investment Advisory Services offered through FSC Securities Corporation, member FINRA/SIPC. Traditional/Fixed Insurance offered through Kramer Wealth Managers which is not affiliated with FSC Securities Corporation. This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside of the United States. Neither FSC Securities Corporation, nor its registered representatives, offer tax ore legal advice. For assistance with these matters, please consult your tax or legal advisor.
** Some services offered through independent strategic alliances/professional firms.
*** The securities products and services offered or provided by FSC Securities are not being provided or offered on behalf of the Federal Government.The offer of such securities is not sanctioned, recommended, or encouraged by the Federal Government.FSC Securities Corporation and Kramer Wealth Managers are not endorsed by or affiliated with the Federal Government.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.
Copyright © 2023 – Kramer Wealth Managers
Created by CHILMARKeting
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.
