Krause Capital Wealth Advisors | Fort Lauderdale, FL

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 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 optimize your results 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.

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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.

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0+ Years

Experience

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 the best 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

KCI offers an array of services for institutions, including endowments, foundations, and other non-profit organizations. Holding contracts with some of the largest municipalities in the country, Krause Capital is well positioned as an industry leader in this space.

Non Profit and Trustee Investment Advisory

KCI has decades of experience and maintains strategic partnerships with several of the nation’s largest trust organizations. KCI provides investment management, fiduciary services, and customized solutions to institutional clients.