As an independently owned and operated business, our allegiance is solely to you. We are not owned by or affiliated with any other entity, so our advice and creativity is unconstrained.
It is our passion to work together with you to solve your financial problems. We are trusted advisers and educators and do not sell any proprietary financial products. We are an organizer; a facilitator of technology and a sounding board for the tough life/retirement decisions our clients need to make.
We live and breathe retirement income planning, so educating you on the best
way to manage this stage of life is of the utmost importance. We help people make important decisions in the face of irreducible uncertainty.
Our priority is to be available when you need us. In person, over the phone, and digitally, to provide you with timely advice and respond promptly to your needs.
Now more than ever people are tired of financial advisors who are not 100% focused on their goals. KCM has a fiduciary responsibility to always place our client’s interests ahead of our own. Period.
We outsource many administrative activities to allow us to focus exclusively on your needs. We are always testing new technology to enhance our clients’ experience. Innovation is a key driver at Kraus Capital and that allows us to bring you the very best tools and technology available.
Our personalized advice is not limited to investing. We also provide personal financial planning to help you and your family make smart decisions with your money.
We manage your investment assets using time-tested, academic strategies. No Wall Street model here – no proprietary products and no pressure to sell certain investments. We have the freedom to choose investment options and specifically tailor the approach to what’s best suited for you.
"We view ourselves as more of a creative design firm – helping our clients solve their retirement problems by answering questions that can’t be looked up on the internet."