The Krietzberg Wealth Management story began in 2005 when brothers Curtis and David decided to bring together their separate experiences in the financial industry to help people better prepare for their futures. Curtis, with his CFA designation, MBA, and experience as both a Securities Analyst at Merrill Lynch and the Regional Director of Investments for Lincoln Financial Advisors, brings valuable expertise in portfolio construction and risk management to the individual investor. David, with his MBA and CFP®, and time as both a Wealth Advisor at Morgan Stanley and a corporate banking executive, brings a unique understanding of the needs of the business owner.