Providing personalized financial services to our clients based on our core values of hard work, dedication and the highest standards of integrity in all that we do. We are located in Kennesaw, Georgia. We are able to offer clients access to a broad array of financial products and make informed recommendations based on objective research and your individual needs.
Our mission is to provide excellent service, a solid financial future, and financial confidence allowing you to enjoy your life's passions.
Our mission is to provide excellent service, a solid financial future, and financial confidence allowing you to enjoy your life's passions.
Services
Providing personalized financial services to our clients based on our core values of hard work, dedication and the highest standards of integrity in all that we do. Krause Wealth Management Group has over 60 years experience in the financial services industry. We are an independent financial practice, uniquely able to work with well known providers to pursue our client's goals and dreams.
JR Krause, President and Founder of Krause Wealth Management Group, has worked for a considerable portion of his career in financial management. He holds Series 7, 63, 65 and 24 registrations with LPL Financial. His Series 24 registration, General Securities Principal, allows him to supervise other financial professionals.
Krause Wealth Management Group has a personalized approach with our clients. We recognize that no two client's portfolios or needs are the same and create custom tailored plans for each of our clients. Your goals, dreams and wishes are our driving force. We provide access to a comprehensive range of financial services which allow our clients a single interface to their financial holdings.
It all starts with a plan. Our team of experienced finance professionals will work with you to gain a complete picture of all facets of your financial life. We will diligently work on a unique and personalized strategy that's focused on realizing your financial and retirement goals. This integrated financial plan becomes the foundation for your future.
It is important to properly structure and review your estate plan to ensure it addresses your family's needs. Creating and updating your will is an essential component of your estate plan as it provides a documented plan on how you wish your legacy to be passed on. This plan is an ever evolving document with the flexibility to change and grow along with the growth of your financial portfolio.
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