Karras Poplin Schroeder Group
With over 120 years of combined experience, we are dedicated to helping corporate executives, high net-worth individuals, and business owners identify and define wealth management objectives that allow them to build, preserve, enjoy, and transfer wealth to their families and other beneficiaries.
We strive to build long term relationships with our clients by taking a consultative, tailored, and comprehensive approach to the wealth transfer process. We focus on multi-generational planning to provide a continuity of wealth that reflects each family’s values and aspirations.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
ChFC®,CFP®,CLU®,CPWA®
AWMA™,CEPA®,CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
