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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 college requires 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.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
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