KR Wealth Management, LLC - Financial Planning and Wealth Management

Even before KR Wealth Management first became affiliated with Kostin, Ruffkess & Company, the firm was structured to be objective, with a fee-for-service business model similar to an accounting firm. For nearly a decade, our team has worked closely with Kostin, Ruffkess & Company, offering complementary services designed to fortify our clients’ overall financial life.

Our founder and CEO, Robert Mauterstock Jr., had run his own financial planning firm for more than two decades before establishing KR Wealth Management as an affiliate of Kostin, Ruffkess & Company. From the beginning, the company has focused on listening to clients and developing comprehensive plans, independent from the influences of an investment bank or a suite of proprietary products they sell.

Today, KR Wealth Management takes a team approach to serving our clients. The use of WealthVision software empowers both clients and KR Wealth Management staff to keep track of investments, insurance policies, bank accounts, benefits, and estate planning concerns on an as-needed and on-demand basis, even for assets that we do not manage. The benefit is that we are constantly aware of our clients’ assets and alerted to potential new opportunities. This enables us to ensure that all aspects of a client’s financial life are in total harmony.