Kruse Woods Financial Partners was founded by a team of Financial Advisors, united behind a common vision, “To offer access to a breadth of global resources, the capabilities and technology of a large corporation, but with the tailored, attentive service of a small office.” We believe our clients deserve exemplary service, and we are committed to delivering it. We pride ourselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique office. Collectively, we offer decades of vast market experience, which we deploy to crafting innovative, thoughtful financial strategies for clients.
We believe that hard work and integrity are the foundation of our business. We take the time to get to know your values and long-term goals, carefully constructing plans that support the future you’re working toward. We access our widespread professional contacts and conduct rigorous due diligence to ensure the strategies we deploy, align with our objectives. We develop strategies with an emphasis on minimizing risk and enhancing long-term success, fortified by thorough objective investment research and selection.
We’ve found that financial success requires a multifaceted approach, and we aim to support clients with our abundant capabilities and tenured expertise. We combine strategic asset allocation, disciplined portfolio rebalancing and attentive monitoring to help achieve this, ensuring investments are consistently aligned with your needs and priorities. We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our team’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook, and propel you toward your goals.
We are a fee-based practice, dedicated to quality service and comprehensive advice. We offer independent guidance, with your financial needs and preferences at the center of everything we do. We believe selling products to earn commissions holds too many conflicts of interest, and that is not in the best interest of our clients. With a fee model, we are focused on you. We see your goals as an extension of our own, and work tirelessly to help you achieve them.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.