125 Half Mile Road
The Krietzberg Wealth Management story began in 2005 when brothers Curtis and David decided to bring together their separate experiences in the financial industry to help people better prepare for their futures.
Curtis, with his CFA designation, MBA, and experience as both a Securities Analyst at Merrill Lynch and the Regional Director of Investments for Lincoln Financial Advisors, 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 unique understanding of the needs of the business owner.
Over the years, Krietzberg Wealth Management has grown into a thriving practice that offers a unique service to its trusted clients – an in-depth and holistic approach to help clients analyze their current financial situations and implement sound investment, risk management, and financial planning advice to better align with their goals for the future.
Curtis Krietzberg, CFA, MBA, a comprehensive investment professional with close to 30 years of experience, works closely with wealthy individuals to help them achieve their financial goals. Curtis enhanced his investment expertise by...
What is a Chartered Financial Analyst (CFA®)
The Chartered Financial Analyst (CFA®) designation has become the most respected and recognized investment credential in the world for measuring the competence and integrity of portfolio managers and investment analysts. All CFA charterholders are held to a stringent Code of Ethics and Standards of Professional Conduct. Click to read the full CFA Code of Ethics.
Please click here to read the full CFA Code of Ethics.
David Krietzberg, CFP®, MBA, CBEC®, a seasoned financial professional, helps private clients, business owners and non-profit organizations manage risk and preserve their wealth. David is a CERTIFIED FINANCIAL PLANNER™...
What is a CERTIFIED FINANCIAL PLANNER™ Practitioner?
CERTIFIED FINANCIAL PLANNER™ certificants are professionals who have met rigorous professional standards, demonstrated a level of financial planning technical knowledge, have experience in the field and hold to a client-centered code of ethics.
Read the full CFP Standards of Professional Conduct.
What is the CERTIFIED BUSINESS EXIT CONSULTANT® Designation?
The CBEC® Designation offered through Pinnacle Equity Solutions, Inc. is highly regarded exit planning designation. The coursework, the examination, as well as the submission of a suitable exit plan with an actual business owner, most-often make the entire process of achieving the CBEC® mark a multi-year endeavor.