Wealth Management Solutions Platform

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Our new Wealth Management Solutions (eMoney Advisor)* offers clients:

  • Account aggregation-this provides the client with a comprehensive view of their portfolio in one spot . This is automatically updated every night.
  • Alliance partnerships-this allows for collaberation with client's attorneys, accountants, etc.
  • On-line storage "vault"-keeps track of valuable documents (wills, passports, etc.)
  • Interactive interface-allows Kruse Financial Group to meet your needs immediately
  • VIP services & awards manager-allows clients to keep track of awards (airline miles, etc.)
  • Customized reporting capabilities to meet specific client's needs

*This site is for current clients of Kruse Financial  who have subscribed to eMoney Advisors Wealth Management Solutions. eMoney Advisors, Kruse Financial Group, and New York Life and its subsidiaries are not affiliates.

Newsletters

  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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