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, and Katie 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.
Family Farm Day 2026
At Krauss Dansby Wealth Partners of Janney Montgomery Scott LLC, we value taking the time to connect with our clients, families, and the community outside the office.
Join us Sunday, October 4th from 1:00 pm - 4:00pm at the Dansby Farm in Barnesville, MD for our annual Family Farm Day!
Enjoy @@Timber Pizza Co. Brick-Oven Pizza, refreshing beverages, lawn games, and friendly farm animals! V&T Films photography will provide each family with a family portrait which is PERFECT for holiday cards.
Please RSVP to Katie Shuler at KraussDansbyWealthPartners@janney.com or text/call 202-955-4332.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
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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.