Our Team
With a legacy of strong, deep, and enduring client relationships, Krauss Dansby Wealth Partners offers targeted investment recommendations, access to research, and comprehensive solutions to meet your financial needs. Phil, David, Katie, and Kevin remain committed to the values and principles that have guided our success for years: collaboration, expertise, and a shared vision for the future. We are dedicated to providing exceptional service and comprehensive wealth management solutions to our clients, and we greatly appreciate your continued support and trust in our team.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
2025 Summer North American Bridge Championships Sponsor
Krauss Dansby Wealth Partners is proud to serve as the corporate sponsor of 2025 Summer North American Bridge Championships, one of the premier events on the bridge calendar. This year’s tournament will be held in Philadelphia from July 24 – August 3, drawing players from across the country and abroad. We’re excited to support an event that celebrates the game at its highest level and brings the bridge community together.
4th of July Regional Sponsor
Krauss Dansby Wealth Partners proudly sponsors the National Capital 4th of July District Six Regional – a summer tournament we’ve supported since 2022. Our sponsorship helps ensure the tournament remains welcoming and accessible for all bridge players.
Baltimore Summer Regional Sponsor
Krauss Dansby Wealth Partners is proud to support the Baltimore Summer Regional as corporate sponsor – a commitment we’ve continued since 2022. Rusty, a well-known local bridge player, is among those who deeply enjoyed the spirited competition found at these regional tournaments. KDWP’s sponsorship helps keep this tradition going, supporting the tournament through rising venue and parking costs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
TRIBUTE
A Tribute to Our Founder, Rusty Krauss
It is with great appreciation and genuine celebration that we share the news of Rusty Krauss’s retirement as of December 31, 2025. For over 30 years at Janney, Rusty has been more than a trusted advisor—he’s been a mentor, a guiding voice, and the heart of our culture. His integrity and care have shaped how we serve clients and each other.While we’ll miss his wit and warmth, we’re thrilled for Rusty as he begins this next chapter filled with travel, family, and bridge. His integrity, clear-eyed advice, and authentic care for the clients he served has shaped the way we work and the relationships we have built. Our team is dedicated to serving you.Please join us in congratulating Rusty on a remarkable career and wishing him the very best in retirement. His legacy will continue to inspire us for years to come.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 06, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.