Wealth Management & Advisory Services

Your Financial Journey
– Our Expertise.

Krause Capital, Inc. is a nationally recognized financial planning and investment management firm.

Tailored Financial Solutions Designed to Meet Your Needs

Financial Planning

Financial Planning is at the core of what we do at Krause Capital, Inc. We employ a proprietary approach to client service and data gathering that defines our financial planning practices combined with sophisticated technology to deliver a thoughtful and personalized planning experience, and help achieve your long-term financial goals.

We monitor and track your financial progress every step of the way, and adjust your financial plans as needed.

Our goal is to provide guidance & education to our clients with the purpose of helping them gain control of their financial future and prepare for challenges ahead.

Clients
0 +
Experience
0 + Years

Investment Advisory, Insurance & Estate Planning

Our team of dedicated professional employs custom investment management strategies specific to each of our clients’ needs. We evaluate a client’s risk tolerance to determine the appropriate asset allocation model along with their current risk management practices and insurance policies to recommend personalized planning and risk management solutions. Lastly, we coordinate with our clients’ trusted advisors, estate planning attorneys and tax counsel to help execute on their estate planning goals.

Workplace Financial Wellness Programs

In today’s ever competitive working environment, Employers are looking to attract top talent to their respective firms. At KCI, we work in conjunction with various organizations throughout the South Florida community to establish workplace financial planning and wellness programs aimed at educating your workforce on all aspects of their finances. Further, we provide guidance to Senior Management on their responsibilities as fiduciaries on the ever-changing regulatory aspects of administering retirement plans.

We provide these services on a pro bono basis and in an effort to give back to our local community.

Endowment and Public Pension Consulting

Krause Capital offers an array of services for institutions, including endowments, foundations, and other nonprofit organizations. Through its work with municipal and institutional clients, Krause Capital is well positioned to serve organizations in this space.

Non Profit and Trustee Investment Advisory

Krause Capital offers an array of services for institutions, including endowments, foundations, and other nonprofit organizations. Through its work with municipal and institutional clients, Krause Capital is well positioned to serve organizations in this space.

Our Approach

It's not Only About How We Work. It's an art of work.

An overview of how Krause Capital helps clients to overcome inertia and unlock big strategic moves.

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The problem solvers

Meet Our Team Leaders

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Aron Bert

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Tax Expert

Carlson Drake

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Financial Planner

Flint Hendy

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Accountant

Jefford Trunk

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Analyst

Louvain Palmer

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Accountant

Are you someone who is conscientious enough and interested in solving other people's financial problems?

Join Our Team

Join with our team and explore what you never know before

Testimonials

Many customers are satisfied with our service

Client Satifaction
90%
Project Achievement
98%
Public Acknowledgment
85%
Reach Growth
97%

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South Florida Wealth Advisors.

Support Center

401 E Las Olas Blvd.
Suite 1400
Fort Lauderdale, Florida

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