About Us
Our Firm History
There are so many people who need help pursuing their financial goals, and some need help just understanding the often complex and confusing world of financial investing. That was the driving force behind brothers Curtis and David Krietzberg’s decision in 2005 to start Krietzberg Wealth Management.
Curtis, with his CFA designation, MBA, and experience as a Securities Analyst at Merrill Lynch, brings valuable expertise in portfolio construction and risk management to the individual investor. David, with his MBA and CFP®, and time as both a Wealth Advisor at Morgan Stanley and a corporate banking executive, brings a distinct understanding of the needs of the business owner.
Over the years, Curtis and David have applied their in-depth, holistic approach to help their valued clients analyze their current financial situations and implement sound investment, risk management, and financial planning advice.
Our Mission
It is our responsibility to not only guide our clients on their path to the future, but also to educate our clients so they are fully capable of making informed and confident financial decisions.
Our Values
We believe in…
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Building Your Future
If you would like to hear more about how we can help you build your tomorrow, schedule a complementary financial consultation with one of our experienced investment professionals today.