SOURCE: Kramer Wealth Managers

Kramer Wealth Managers

January 23, 2014 05:00 ET

Deaf Financial Advisory Firm, Kramer Wealth Managers, Pioneers Innovation Planning System

FREDERICK, MD--(Marketwired - Jan 23, 2014) -  Lee Kramer of Kramer Wealth Managers, (formerly Kramer Financial) announced the launch of their proprietary formula for helping clients envision a financial future based entirely on visual communication, called The WealthPath.

This exclusive approach was designed by founder Lee Kramer, a pioneering deaf financial advisor, and his team to help clients envision their unique version of an ideal financial future. The process leverages the emphasis deaf advisors and clients place on visual cues and American Sign Language (ASL). The WealthPath identifies the client's lifestyle needs and goals and then evaluates their current financial situation to determine a plan for implementation.

"As deaf advisors, we employ a different vocabulary to communicate. What we've come to recognize is that our methods are popular with hearing clients too because of the visual nature of our approach. We wanted to develop a unique solution that offers a clear vision for our clients who typically need help really seeing their financial goals clearly," Lee Kramer explained. "Our industry needs to address the expectations and requirements of today's investors. Clients want more than a 'vendor' offering a financial plan out of a box, they are looking for a strategic partner to share wisdom and create powerful and memorable experiences. The WealthPath facilitates that relationship and those results."

The expectations are the system will be widely adopted by both hearing and deaf advisors who seek more evocative means of soliciting insight from clients about their definition of the future.

Kramer also announced their re-branding effort, a new company tagline, logo, website and business identity. While much of what made Kramer Financial is still intact -- same team, same service offering -- the new look better reflects the revitalized firm and re-energized focus on client vision.

About Kramer Wealth Managers
With offices in Frederick, MD and Austin, TX, Kramer Wealth Managers is a national firm specializing in helping clients envision their future, take action and measure results. We are a full-service practice with expertise in wealth management, retirement saving and income planning, college saving, insurance strategies, estate design and advances tax strategies. Securities and Investment Advisory Services offered through FSC Securities Corporation, member FINRA/SIPC. Fixed insurance offered through Kramer Wealth Managers which is not affiliated with FSC Securities Corporation.

For more information, visit www.kramerwealth.com or contact Lisa Dewing, 240-379-6929, ext 1301, lisa@kramerwealth.com.

Contact Information

  • Contact:
    Lisa Dewing
    Kramer Wealth Managers
    9099 Ridgefield Drive, Suite 101
    Frederick, MD 21701
    United States
    Phone: (240) 379-6929, ext. 1301
    Email: Email Contact