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Guiding you through the financial maze.

At KKRA, we are dedicated to providing personalized financial guidance and solutions tailored to your unique goals and objectives. Our team of seasoned advisors is committed to building long-term relationships with our clients, guided by a deep understanding of the complexities of wealth management, retirement planning, estate planning, and charitable giving. We take pride in our ability to navigate the intricate financial landscape, ensuring that your wealth is preserved and grown with care.

Our Services

We offer a comprehensive range of services designed to address the diverse needs of our clients. Our investment management services include separately managed portfolios, crafted to provide investors with superior risk-adjusted returns. We also provide risk management solutions, customizing each portfolio to best accommodate individual needs and objectives. Additionally, our expertise extends to financial and estate planning, where we actively engage with accounting, tax, and legal professionals to ensure a holistic approach to your financial strategy.

Our Approach

At KKRA, we believe that every client deserves a personalized experience. We achieve this through our fee-based advice model, which allows us to remain objective and committed solely to your best interests. Our allegiance is to you, and we are dedicated to preserving and building your wealth. We also recognize the importance of collaboration and will introduce you to outside experts who share our commitment to proactive planning and collaboration whenever necessary.

Meet Our Team

Our team consists of experienced advisors who have built a reputation for trust, expertise, and dedication. Our partners, including Bruce Rinne, Jeffrey Atkin, LeAna Alvarado-Smith, and Kara E. Gerhart, bring a wealth of knowledge and a deep understanding of the financial industry. Each member of our team is committed to guiding you through the financial maze, ensuring that you enjoy the wealth you've worked hard to create.

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