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.
Baltimore Regional Sponsor
Krauss Dansby Wealth Partners sponsors the 2024 Baltimore Regional.
Here's an article on our past sponsorship
https://www.linkedin.com/pulse/nicest-guy-table-rusty-krauss-awma-cltc-/
True Heroes Golf Tournament
ESPN980/DC TOUCHDOWN CLUB TRUE HEROES GOLF TOURNAMENT Benefiting The Purple Heart Foundation and Patriot Point.
DC TOUCHDOWN CLUB
The DC Touchdown Club honors the best in Washington-area football and generates a significant philanthropic impact in the local football community.
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.
Up Next: 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.
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!
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
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.