As the founding member of Wealthcare Solutions, LLC, Kraig brings nearly two decades of financial planning and wealth management experience in service to his clients. His expertise has been honed through the years as he has guided clients though the Crash of ‘87, the Recession of ‘92, the Tech Bubble of ‘00 and the Recession of ‘08. He has extensive knowledge in the areas of financial planning and retirement income generation. Prior to founding Wealthcare solutions in 2002, he worked for Fidelity Investments providing financial planning and investment advice to high net worth individuals. Additionally, he has worked for regional brokerage firms Ferris, Baker & Watts and Butcher & Singer as a registered representative. In the 1980s he owned and operated a distribution business employing 22 employees serving customers in three states. This experience provided him with an excellent understanding of the unique needs and concerns of the business owner.
Kraig's clients include business owners, professionals, corporate executives and retirees who have worked for many years to create wealth and want to use that wealth to sustain their lifestyle as well as preserve it for future generations. As such, he creates customized financial plans and implementation strategies which allow his clients to achieve their goals while limiting their risk and preserving their assets.
Believing strongly in supporting the community in which he lives and works, Kraig volunteers his time to various community groups and causes. He is a member of the Financial Planning Association currently serving on the Board of Directors of the Philadelphia Tri-State Chapter, The Main Line Chamber of Commerce, St. Thomas of Villanova in Rosemont PA and is the past president of the School Advisory Board for St Margaret School in Narberth PA. He has a B.S. in Business Administration with a concentration in Finance. Kraig resides in Wynnewood, PA with his wife and daughters.