FAQS
Krietzberg Wealth Management FAQs
Krietzberg Wealth Management is a family-owned financial advisory firm based out of the Red Bank, NJ area, although we are licensed to practice in many other states. Krietzberg Wealth Management began in 2005 when brothers Curtis and David combined their experience and skills to bring comprehensive financial planning and investment management to their clients.
The mission that Krietzberg Wealth Management puts into practice every day is to help our clients better understand their situation and all the factors that could affect their bottom line so they can make informed and confident financial decisions. We emphasize trust, honesty, and integrity, and hold ourselves to the highest fiduciary standard.
As investment fiduciaries in advisory relationships, we have a legal and ethical obligation to always act in our client’s best interests. This means that all the recommendations that we suggest for our clients are based solely on the best interests of our clients. We do this, not only because we are bound to do so legally, but because we take this obligation seriously and it is always the right thing to do.
The firm was founded by brothers Curtis Krietzberg, CFA, MBA, and David Krietzberg CFP, MBA, CBEC.
Krietzberg Wealth Management provides an in-depth, holistic approach to financial planning. That means that we must take and completely understand your entire financial picture – any investment accounts or insurance policies, any tax concerns, any complex estate issues. Our recommendations are based completely on the very specific and personal needs, goals and objectives of each of our clients. We do this through comprehensive financial planning, investment management, estate planning, life insurance strategies, and corporate financial planning. But, also equally important, we take on the responsibility of educating our clients so they understand everything related to their financial situation so they can make confident financial decisions.
Yes, the advisors at Krietzberg Wealth Management frequently meet with our clients’ attorneys and accountants to ensure that these professionals understand the financial or estate plans that we design for our clients, and that our clients’ wishes and desires will be met.
Feel free to give us a call at 732-867-7470, or email our Practice Manager, Trish Krietzberg, at Trish@KrietzbergWealth.com. We’ll schedule a complementary consultation with you and one of our advisors to discuss your situation. We will ask many in-depth questions to get a comprehensive look at your current financial situation and your future goals. If we feel that we can be of help to you, and if you would like to work with us, we can move forward to implement recommendations specific to you and your objectives.
Yes, the advisors at Krietzberg Wealth Management often conduct meetings securely over Zoom, or conference calls, at our clients’ requests.
At Krietzberg Wealth Management, we pride ourselves on providing a high level of client service to our clients. We have an incredibly skilled and experienced team of professionals who work closely with our clients on a daily basis to assist with account opening, transactions and deposits, insurance applications and premium payments, and provide any assistance as requested.