Sponsor Spotlight: Heather Krause Named Forbes’ Top Wealth Advisors 2022 List for Second Consecutive Year
Heather Krause, Senior Vice President-Financial Advisor and Senior Portfolio Manager-Portfolio Discussion Group at Krause & Thorpe Wealth Management Teamreceived the Forbes Best-In-State Wealth Advisor award for the second consecutive year.
Heather’s commitment to her clients and her fiduciary responsibility have earned her the Accredited Investment Fiduciary (AIF) designation, a professional certification accredited by the American National Standards Institute (ANSI). This designation ensures that those responsible for managing or advising investors’ assets have a fundamental understanding of the principles of fiduciary duty, standards of conduct for acting as a fiduciary and a process for exercising fiduciary responsibility. . Less than 10% of all financial advisors in the United States have earned this designation.
Krause & Thorpe’s wealth management team is focused on helping busy families build and preserve their wealth. You can contact them to arrange your free meeting to determine if working with the team is right for you and your family.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, do not constitute deposits or other obligations of any bank or an affiliated bank, or are not guaranteed by it, and are subject to investment risks, including the possibility of loss of principal invested.
Source: Forbes.com (April 2022). The Forbes Best-In-State Wealth Advisors Ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to qualitatively assess each advisor, a major component of a ranking algorithm that includes: retention of customers, industry experience, review of compliance records, company appointments; and quantitative criteria, including: assets under management and revenue generated for their businesses. Investment performance is not a criterion, as clients’ goals and risk tolerance vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any customer’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for ranking placement. The Financial Advisor does not pay a fee to be considered or to receive this award. This award does not assess the quality of services provided to customers. This is not indicative of the future performance of this financial advisor. For more information: www.SHOOKresearch.com.
© 2022 RBC Wealth Management, a division of RBC Capital Markets, LLC, Registered Investment Advisor and Member NYSE/FINRA/SIPC.
All rights reserved.