RBC Wealth Management and the Krause & Thorpe Wealth Management Team are pleased to announce that Heather Krause has been named to the 2021 Forbes Top Women Wealth Advisor list for a second year in a row.
Heather, who was also recently named to the 2021 Forbes Best-In-State Wealth Advisor list, works with her mother and partner, Patricia Thorpe. Pat came into the financial business forty years ago after a career in teaching, and Heather joined her after a technical career as an engineer and General Manager. Heather has brought fresh insights and a modern approach that continues to strengthen and enhance the team’s core principles today.
As a mother-daughter team, they offer a unique multi-generational approach to investing, helping busy families build and preserve wealth. Krause & Thorpe Wealth Management Team focuses on the importance of building long-term relationships through education and helping clients develop, and stick with, an investment strategy to reach their financial goals.
With convenient offices located in downtown Edmonds and Seattle, they welcome you to experience the Krause & Thorpe Wealth Management Team difference yourself. Contact them today to set up your complimentary meeting to determine if working with their team is a fit for you and your goals. The Krause & Thorpe family looks forward to working with you and your family.
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. Source: Forbes.com (January 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.
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