Who We Are
Seasoned, experienced advisors dedicated to guiding you through the financial maze. We want you to enjoy the wealth you’ve worked hard to create.
What We Do
Whether it’s wealth management, retirement planning, estate planning or charitable giving, our focus is on your goals and designing a plan that is right for you.
Who We Serve
We strive to both find and design solutions that are closely aligned with our clients’ needs and objectives — and feel a duty to contribute to, and collaborate in, their overall strategic success.
Our Partners
Ned Karren – Partner
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KKRA is the new retro. We bring old-school services such as individual portfolios with customized investment goals, one management fee and no co-mingling of client assets into the new millennia.
Bruce Rinne – Partner
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Investment management is often at the confluence of economic, political and social influences and that means there is usually something about which to be concerned.
Jeffrey Atkin – Partner
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We are fortunate to have a loyal, trusting and communicative group of clients.
Michael Kunath (1940-2019)
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Too often, many investors focus on the instruments, such as stocks and bonds, rather than the process of change and its elegant outcome.