Sophisticated wealth management to serve your individual needs
We believe the complexities of the financial world require sophisticated investment strategies and a partner to assist you who is as dedicated to pursuing your specific goals as you are.
When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements.
Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you.
TOGETHER WE REACH FARTHER
At Krentz Financial Group, we work collaboratively, share our expertise, and hold ourselves to the highest standards because so much depends on our advice, actions and guidance.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
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