Who we work with

We are a boutique family-oriented practice that has a limited roster size and is selective on who we take as a client. We do this to make certain we create and maintain excellent client experiences for our existing and new clients. This ensures that each household gets the focus and attention they deserve and the rapid customer service that we all deserve. Our clients include retirees, pre-retirees, widows, and motivated millennials with a strong savings rate in the local Madison area. Lastly, we strive to work with the next generation and loved ones of our clients. This is how KRF Wealth Management has continuously grown year after year.

We have certain requirements for new individual clients. The requirements are:

• Prospective clients must fully disclose their entire financial situation during the discovery/Financial X-ray meeting so we can properly assess their current financial situation. All information collected during this meeting is kept strictly confidential. This information is not kept on file if you decide not to use our services after the initial meeting.
• Prospective clients must have at least $200,000 of liquid assets. This requirement is waived for immediate family members and loved ones or beneficiaries of existing clients.
• We believe in face-to-face business and work with clients in the Madison, Wisconsin area. All business appointments are held during normal business hours, and we don’t hold any evening appointments or weekend appointments.

While we have stated minimums and requirements, we are flexible. In other words, if you don’t meet the liquid asset threshold but will likely meet it in the foreseeable future, we will consider waiving the liquid asset minimum. Feel free to contact us about your specific situation.

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Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.