KR Wealth Management, LLC - Financial Planning and Wealth Management

A customized financial plan serves as the framework for our clients, providing a touchstone in times of uncertainty. We assess all financial decisions in the context of the plan, which is architected around protecting and developing what you value most. At every juncture, we determine which path will help take you closer to realizing your ultimate financial goals.

Our seasoned, independent financial planners bring decades of experience working through various market cycles. For each client, we develop a plan that replaces emotion in the decision-making process with logic. Regardless of the headlines of the day, there are always smart places to invest your money. We create a diversified plan especially for you, and our entire team is here when you have questions or want to measure your progress.

We have developed a proprietary, customized KR Wealth Service Curriculum that guides us through the year. In our long-term approach to financial planning, all decisions work together to help you reach your goals, whether they be preparing for retirement, planning for education, or spending more time focusing on what you love most.

KR Wealth Management also offers charitable gift planning, business succession planning, insurance planning, cash management and other services. Our affiliate, Kostin, Ruffkess & Company, can also provide tax planning, CPA services, and specialized accounting expertise for complex financial matters. We also work with clients to provide educational programs and seminars.