Our Team
We are thrilled to announce a new name for our team: Krauss Dansby Wealth Partners. This transition emphasizes the equal partnership and combined experience that have long driven our success and reflects our commitment to collaboration and shared vision for the future. We are excited about this new chapter and remain dedicated to providing exceptional service and comprehensive wealth management solutions to our clients. We greatly appreciate your continued support and trust in 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. Whether it is retirement, estate planning, tax saving, or planning out your financial goals and strategies, our team can provide recommendations, coverage, and practical experience you require. Rusty, Phil, David, Katie, and Kevin will honor the trust placed in them by every one of their clients.
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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.
Our Process
With a legacy of strong, deep and enduring client relationships, Krauss Dansby Wealth Partners offers experienced investment recommendations, access to research, and comprehensive solutions toward meeting your financial needs.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
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: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 20, 2025
Cybersecurity and AI Best Practices
Join us as Retired FBI Special Agent Jeff Lanza explores the critical topic of cybercrime and AI’s ever-evolving impact. Learn what steps you can take if cybercriminals target you and get essential tips for improving cybersecurity in your daily life. Don’t wait until it’s too late—register today for this important webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
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.