Our mission is to help people achieve their most amazing future and leave a lasting legacy. We do this by partnering with business and private wealth holders to build strategies to maximize net wealth. Whether this is in growth stage, scaling or exit, we are a trusted partner for you and your business.
Our company focus is on bottom line value and building net wealth. Krause Wealth Partners is a multi-disciplinary, intergenerational, planning focused team of professionals. We partner with legal minds, asset managers, and tax professionals to help implement comprehensive financial planning strategies that aim to meet your specific goals, solve your toughest problems, and maximize your Net Wealth! We look at the whole picture not just a singular account, incorporating your closely held business, real estate, private equity/investment opportunities, alternative hedging and insurance strategies to build out what we believe is true diversity.
Treat your personal finances like your businesss and take the time to let our professionals take a second look. Who knows, maybe we can find one small change that could make an impact that will last for generations.
Contact us today for a free consultation.
We help you track towards your most monumental business and personal goals. Building executable plans that practically get you where you want to be in terms of net wealth and personal legacy.
Your business and personal wealth could be exposed to risk. We make sure you're protected as cost effectively as possible by evaluating retail, private placement, captive and self insurance options.
We can help you identify what channels of capital could be right. Whether its a banking relationship, venture capital, private equity or creative financing we may be able to help your scaling business.
Paul Krause originally wanted to be a stockbroker growing up and has his background in stock picking, commodity trading, and asset management. Whether its an all equity portfolio, private equity, index or mutual fund, we have you covered.
At Krause Wealth Partners, we provide professional assistance in the following areas:
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