Curtis Krietzberg, CFA, MBA, a comprehensive investment professional with close to 30 years of experience, works closely with wealthy individuals to help them pursue their financial goals. Curtis enhanced his investment expertise by earning the Chartered Financial Analyst (CFA) designation in 1999. The CFA designation demonstrates a balanced approach to investments, academic discipline, and a practical experience that is well-regarded in the investment industry.

In 2005, Curtis joined with his brother David to create Krietzberg Wealth Management, with a focus on providing comprehensive planning and investment strategies to both personal and corporate clients. Curtis began his investment career at Merrill Lynch, where as a Vice President and Quantitative Equity Analyst he spent a decade developing and researching investment products. He then moved on to Lincoln Financial Advisors as the Regional Director of Investments, where he helped create firm-wide investment policies and worked closely with financial planners to apply his investment expertise to high-net-worth clients in the areas of asset allocation, portfolio construction, portfolio analytics, and implementation. 

When Curtis is not helping his clients seek to preserve their financial assets for their families, he enjoys spending time with his wife Trish, who also happens to be the Practice Manager at Krietzberg Wealth Management, and their three grown children.

What is a Chartered Financial Analyst (CFA®)

The Chartered Financial Analyst (CFA®) designation is known as an investment professional credential demonstrating superior competency in advanced portfolio management, financial expertise, and technical skills. In addition, all CFA charter holders 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™ professional and was a member of the exclusive Business Intelligence Institute at Lincoln Financial Advisors. In addition, David has earned the Certified Business Exit Consultant® Designation from Pinnacle Equity Solutions, Inc.

Prior to partnering with his brother Curtis to launch Krietzberg Wealth Management, David was a Vice President and Wealth Advisor with Morgan Stanley. In 2004, to complement his professional experience, David attended the Wharton School of Business, and achieved his Investment Consultant registrations through a joint program between Wharton and the Investment Management Consultants Association. David’s career began in corporate banking, where he worked with business owners and executives for both credit and non-credit banking services.

When David is not helping his clients plan their financial futures, he enjoys time with his wife Lucy, and their children, Benjamin, Jonathan, Samantha, and Krystal.

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.Code of Ethics

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.

*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.

As the Practice Manager for Krietzberg Wealth Management, Tricia calls upon her more than 25 years of management experience to provide leadership and support to the entire team. Though she had been actively involved since the company first launched in 2005, Tricia formally joined the team in 2014. In addition to ensuring that clients receive the highest level of client service, Tricia applies her expertise to manage special events, workshops, newsletters, and social media. In her spare time, Tricia enjoys gardening, hiking, and writing children’s books that she hopes to publish one day. She and her husband Curtis enjoy an active lifestyle with their three children, Lily, Ian and Josh.

Frank Hackett, CFP®, MBA, has more than 17 years of experience in the industry, and has been with Krietzberg Wealth Management for ten years. Frank, a CERTIFIED FINANCIAL PLANNER™ professional, earned his MBA in finance from the John F. Welch College of Business in 2007. He works closely with Curtis and David on the administration of client portfolios, financial planning, and insurance planning. Frank and his wife, Loren, enjoy time with their daughter and son. Finally, Frank is an active contributor to the community as a member of the Rotary Club.

*Frank Hackett maintains his CFP certification and only assists with financial planning management services to financial planners and professionals. He is not currently licensed to provide investment advisory or financial planning services directly.