Investment Management

At KRD Wealth Management, we believe in the merits of Modern Portfolio Theory, that the assets in an investment portfolio should not be selected individually. Rather, it is important to consider the relationship of each asset’s performance to all of your other assets. This is why we believe in holistic financial planning. By taking a comprehensive look at your entire financial picture, we can start to tailor the best portfolio for you, your family, or your business.

Our financial advisors can address critical aspects of a client’s assets while our CPAs can structure investments to maximize our client’s tax benefits. Our clients have greatly benefited from this team approach and it is one of the reasons they continue to work with us throughout the years. 

If you’re planning to invest, let KRD Wealth Management ensure your investment is structurally sound, optimized for tax savings and will meet your financial goals. 

The KRD Wealth Management Advantage

Continuous Education

Our accountants and financial advisors participate in regular training and yearly accreditation hours to keep them up-to-date, informed and license compliant. We provide our clients with accurate and timely financial and tax updates. 

One Team, One Goal

From CPAs to CFP®, our firm has the highest financial services designations. We can provide financial solutions and strategies to meet your specific objectives.

As Certified Public Accountants (CPA) and Certified Financial Planners® (CFP), our advisors hold the most trusted and respected designations in the financial services industry. Because we have financial advisors and CPAs, our professionals can provide distinct services and address financial strategies from both sides. 

International Services

KRD’s investment advisory services can be tailored to both domestic and foreign investment strategies. As members of Geneva Group International (GGI), we have connections to markets all over the world. 

Learn More About Our Investment Management Services Today

We take the time to understand your investment goals. KRD has an in-depth understanding of the financial world and we make sure the right questions are asked. Contact us today to schedule your free initial consultation.