Kraus Capital Management

At Kraus Capital, we understand that your financial well-being is more than just numbers on a balance sheet. It's about achieving your goals, securing your future, and finding peace of mind. That's why we provide comprehensive wealth management services tailored to your unique needs and aspirations. We believe that understanding your values, priorities, and financial objectives is essential to creating a customized roadmap for your financial success.

Our commitment is built on the foundation of long-lasting relationships with our clients. We take the time to understand your financial goals, concerns, and aspirations, and provide personalized guidance to help you make informed decisions. We know that you are the hero in this story, and we're here to serve as your guide and help you envision all that is possible.

Our Services

Our comprehensive wealth management services include:

Retirement Income Planning

Our retirement planning services help you envision your ideal retirement lifestyle and create a comprehensive plan to make it a reality. We take the time to understand your financial goals, concerns, and aspirations, and provide personalized guidance to help you make informed decisions.

Investment Management

Our investment portfolios are carefully designed to help retirement investors reduce risk, improve returns, and create a reliable income stream. We utilize a comprehensive process to ensure we are understanding, prioritizing, and acting on what's most important to you.

Social Security Optimization

Social Security is a valuable resource that provides a steady stream of income during retirement. However, many individuals are unaware of the various claiming strategies and opportunities available to maximize their benefits. Our team is dedicated to helping you optimize your Social Security benefits and ensure a secure retirement.

Tax Planning

Taxes are an inevitable part of life, but with the right approach, you can minimize their impact on your financial well-being. Our team is experienced in helping individuals and couples optimize their tax strategy, ensuring that you keep more of your hard-earned money.

Insurance and Risk Management

Life is unpredictable, and unforeseen events can have a profound impact on your financial stability. Our insurance planning services are designed to provide peace of mind and protect your assets from unexpected events.

Estate Planning

Estate planning is about much more than just distributing your assets after you're gone. It is a strategic process that allows you to control and manage your wealth during your lifetime, plan for potential incapacity, and efficiently transfer your assets to your beneficiaries.

The Kraus Capital Approach

We believe that everyone is unique, and that's why we utilize a comprehensive process to ensure we are understanding, prioritizing, and acting on what's most important to you. Our approach is built on the foundation of trust, integrity, and a commitment to your financial well-being.

Who We Help

We help individuals, couples, and families maximize their benefits, ensure legacies, and protect loved ones through retirement income and estate planning. We also work with business owners, retirees, and philanthropists, designing estate plans that champion charitable causes close to their hearts.

Our Process

Our process is designed to ensure that we understand your unique needs and priorities. We take the time to listen, educate, and guide you every step of the way. Our streamlined 3-step process includes:

Discovery

We talk. Either a face-to-face meeting in our office or something as easy as a 15-minute phone call or Zoom.

Strategize

Choose a program and build a plan. Are you still working, or are you already retired?

Implementation

Check it off the to-do list - you have a retirement plan in place.

Review

Our commitment to ongoing monitoring and regular reviews ensures that your plan remains aligned with your changing needs and goals.