Our clients realize that this perfect complement to our core accounting, auditing and tax services, is an offering they cannot find elsewhere. It’s what helps set us apart from our competitors as we ensure all aspects of a client’s financial life are in harmony.

KR Wealth Management’s financial advisors provide independent guidance and strategies that will help protect, preserve, and grow the assets of our clients, and their families.

Following a fee-based approach, rather than a commission-based approach, our advisors ensure the focus will be on the individual objectives of each client. Unlike bankers, brokers or insurance professionals, our KR Wealth Management financial advisors are not motivated to sell “in-house” financial products. Instead, they take a holistic approach to helping clients plan for the future by making sound investment management decisions today. They start by asking you where you want to go, and then develop the strategies to help take you there.

Through KR Wealth Management, we are able to provide you with access to retirement and education planning, estate planning, business succession planning, charitable gift planning, along with cash management, and insurance planning. In addition, our combined experience allows us to offer you personalized tax planning and other CPA-related services that are based on our specialized experience and knowledge.

Whether you are a business owner, a corporate executive, or an individual who has accumulated significant assets or income, KR Wealth Management financial advisors will be there to listen to your goals and concerns, answer your questions thoroughly, and deliver the responsive, personalized advice you deserve. Additionally, the interactive planning and reporting tools that we make available to you will allow you to have on-demand access to your financial plan. This makes it easy to review all of your accounts whenever you want, helping to give you the peace of mind you desire when thinking about your future.

We look forward to hearing from you. For more information on these or any other services we offer, please contact Joe Lander, CRC®, CRPS® at or by calling
860-678-6000.