At Kruss Investments we customize every strategy for each client’s situation. By being totally independent we can work with just about any investment or insurance company and provide the most appropriate vehicles possible. There are no quotas or preferred vendors here. Whatever your financial plan may call for, we can help. We use some of the most modern Wealth Management Programs available to the market for account aggregation, financial planning, and performance monitoring. We also have access to quality research and investment ranking services such as: Morningstar, Lipper, and Standard and Poor’s. Our education, communication and performance tools will keep you informed constantly as markets change. As the number of investment and insurance options grow, there is more of a need for someone to sort out all the choices for you. As micro and macro environments change, so will your investments. And as you change, we change. With over 15 years of hands on experience and coupled with the fact that we are surrounded by specific industry experts we are confident that we can build a lifelong relationship built on trust and reliability.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
My Mission“My goal, as your trusted advisor is to save you time and money. By making the right investment and insurance decisions for you, I allow you more time to focus on the things and people you love most.”
- Ken Kruss
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