Heather Krause, senior vice president-financial advisor and senior portfolio manager-portfolio focus group of the Krause & Thorpe Wealth Management Team, has been awarded the Forbes Best-In-State Wealth Advisor for the second year in a row.
Heather’s commitment to her clients and fiduciary responsibility has earned her the Accredited Investment Fiduciary (AIF) designation—a professional certification that is accredited by the American National Standards Institute (ANSI). This designation ensures that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. Less than 10% of all financial advisors in the U.S. have earned this designation.
The Krause & Thorpe Wealth Management Team focuses on helping busy families build and preserve wealth. You can contact them to set up your complimentary meeting to determine if working with the team is a fit 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, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.
Source: Forbes.com (April 2022). Forbes Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their fi rms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
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