There are so many people who need help reaching their financial goals, and some need help just understanding the often complex and confusing world of financial investing. That was the driving force behind brothers Curtis and David Krietzberg’s decision in 2005 to start Krietzberg Wealth Management.

Curtis, with his CFA designation, MBA, and experience as a Securities Analyst at Merrill Lynch, brings valuable expertise in portfolio construction and risk management to the individual investor. David, with his MBA and CFP®, and time as both a Wealth Advisor at Morgan Stanley and a corporate banking executive, brings a unique understanding of the needs of the business owner.

Over the years, Curtis and David have applied their in-depth, holistic approach to help their valued clients analyze their current financial situations and implement sound investment, risk management, and financial planning advice.  In 2023, Seamus Whalen joined the Krietzberg Wealth Management team so he can provide the high level of service, comprehensive investment management and robust financial planning resources that clients of Krietzberg Wealth Management receive.