You’ve reached a great level of success and achievement.
There is no substitute for diligent work and thoughtful experience, and your complex wealth management deserves the same level of thorough, yet methodical, attention to detail.
Simplify the Complex
Make the Biggest & Most Intentional Impact
Formulate Financial Confidence
How We Serve
Possibilists & Pathfinders
At Kreitler Financial, we understand that successful individuals like you have high expectations. After all, your standards are foundational to your success. We are your advocates for a future you can’t yet imagine and the pathfinders to help make it a reality.
It’s being confident that you have all the information necessary to make the best decision.
It’s knowing you can focus on what matters most to you — we’ll handle the rigor and research behind the scenes.
It’s prioritizing every component of your unique comprehensive financial plan and presenting it to you in its most simple, distilled form.
It’s knowing that when you choose to exit your business, you can choose the path that’s best for you.
We help change people’s lives by helping them dream a future they can’t yet imagine, then outline the path to make it a reality.
1. Discovery Process
Once we have agreed to work together, we hold additional meetings to develop specific objectives. Through interviews and meetings, we finalize the client’s written Financial Objectives Statement, reviewing and challenging it together to ensure it is both correct and complete.
2. Strategy Development
An Investment Strategy and Policy Statement is a living document that will change as the client’s situation and goals change. However, this is a process that is accomplished slowly and deliberately.
3. Portfolio Design & Implementation
We can manage assets at virtually any institution. We typically manage all of our clients assets as a unified portfolio, and our focus is on total return, regardless of where assets are held.
We help our clients answer questions such as:
How do I build a better financial future for my family?
How can I be prepared for unexpected setbacks along the way?
What actions can I take now to ensure my wealth lasts?
Although these seem like easy enough questions, we know it’s not as simple of an answer. We help our clients find certainty through clarity — clarity of their financial affairs, clarity of their future, and clarity of the decisions to get them there.
When you work with us, you can expect our values to be reflected in every interaction.
Because what we stand for is truly what makes us exceptionally amazing.