Business Details
Your Trusted Partner for Comprehensive Wealth Management Solutions
At Kruger Wealth Management, we have dedicated over three decades to delivering intelligently personalized financial advice tailored to each client's unique circumstances. Our Minnesota-based, fee-only Investment Advisory Firm prioritizes a client-centered approach, focusing on simplifying the complexities of wealth management while guiding individuals, families, professionals, and business executives toward their financial goals. With a commitment to independence, we avoid bureaucratic structures to provide high-touch service, emphasizing sound advice and creative strategies. Our founder, Kevin Kruger, brings over 30 years of experience in retirement income planning, portfolio construction, estate planning, and risk management.We believe investors value personalized guidance over institutional size, offering fiduciary responsibility without quota-driven pressures. Our comprehensive services include proactive strategies for tax management, market volatility analysis, and customized retirement planning. By maintaining a fee-only model, we ensure our recommendations align solely with our clients' needs. With offices in Bloomington, we serve clients throughout Minnesota, focusing on quarterly portfolio reviews and personalized income strategies. Our mission remains unwavering: to empower clients through objective guidance, allowing them more time to prioritize family and personal pursuits while navigating their financial future.
Services
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Highlights and features
- We offer 30+ years of experience in independent financial advisory services
- Our fee-only model ensures unbiased, fiduciary-driven recommendations
- We provide quarterly portfolio reviews with direct access to advisors
- Our customized tax management strategies utilize individual securities
- We maintain no quota pressures, focusing solely on client needs
Services
Wealth Management
Kruger Wealth Management offers comprehensive wealth management services that holistically address your financial picture. We create customized strategies for portfolio construction, risk management, and wealth transfer while focusing on tax-efficient solutions. Our independent approach ensures recommendations align with your specific goals for retirement, estate planning, or business succession.
Financial Planning
Our financial planning services provide a comprehensive analysis of your current financial situation to develop tailored retirement income strategies. We focus on sophisticated tax management through individual securities rather than mutual funds, helping clients navigate market volatility and prepare for major life transitions with proactive planning.
Investment Management
We offer personalized investment management services with direct access to advisors and quarterly portfolio reviews. Our approach emphasizes risk analysis, market volatility management, and customized income strategies that align with your financial goals, using a fee-only model that prioritizes client needs over institutional interests.
Retirement Planning
Our retirement planning services focus on creating customized income strategies that account for your unique financial circumstances. We help clients transition business proceeds, manage market risks, and develop sustainable income solutions while coordinating with estate planning objectives to ensure long-term financial security.
Estate Planning
We specialize in estate planning services that address wealth transfer strategies and legacy preservation. Our approach integrates with retirement planning and portfolio management to create cohesive plans that minimize tax burdens, protect assets, and ensure smooth transitions for business owners and high-net-worth individuals.
People
Kevin A. Kruger
President
With over 30 years of investment planning experience, Kevin Kruger specializes in retirement income strategies, portfolio management, and estate planning. As founder of Kruger Wealth Management, he prioritizes client-centered service through a fee-only advisory model.
Questions
What services does Kruger Wealth Management offer?
We provide comprehensive wealth management, financial planning, investment management, retirement income strategies, and estate planning services tailored to your unique financial situation.
How long has Kruger Wealth Management been in business?
Our firm has been delivering personalized financial advice for over 30 years, with founder Kevin Kruger bringing extensive industry experience since 1984.
What makes Kruger Wealth Management different from other advisors?
As a fee-only, independent firm, we avoid corporate bureaucracy to provide high-touch service with fiduciary responsibility and no quota-driven pressures.
Do you work with clients outside of Minnesota?
While based in Bloomington, we primarily serve clients throughout Minnesota with personalized financial solutions that meet their specific needs.
How does the investment planning process work?
We begin with a comprehensive analysis of your current financial picture, then develop customized strategies for retirement income, portfolio management, and wealth transfer.
What qualifications do your advisors hold?
Our president, Kevin Kruger, has over 30 years of experience in investment planning with expertise in portfolio construction, retirement income planning, and estate strategies.
Reviews (1)
Patrice Folkers
Sep 08, 2020
Report
Lowell has been excellent to work with. He has been in contact with me and has updated me on every step of my financial journey.
