The Story of Wealth Management

Our Story: Building Trust and Empowering Financial Security

At Wealth Management, our story centers on our clients and our unwavering commitment to enhancing their lives. Founded by Johann Kroll in 2012 and officially registered as an SEC Investment Advisor in 2014, we have always focused on empowering families and individuals with personalized financial guidance and building relationships based on trust.

Our mission is to help families and investors create, implement, and sustain a financial strategy tailored to their unique goals. By protecting their wealth and securing their financial future, we allow our clients to enjoy peace of mind. With their busy lives in mind, we dive deep into planning, strategizing, and guiding them every step of the way.

The Wealth Management Approach: Structure, Strategy, and Discipline

Our client-centered approach is built on three core pillars: Structure, Strategy, and Discipline. This framework ensures each relationship is tailored to meet the individual needs of our clients, fostering a sense of security and genuine care. By applying this approach, our clients can confidently focus on what truly matters to them.

With personalized and comprehensive wealth planning and management services, we are dedicated to cultivating lasting relationships based on trust—relationships that will stand the test of time and benefit generations to come.