Krueger Asset Management, LLC

Krueger Asset Management offers personalized wealth management services, combining investment portfolio management with comprehensive financial planning. The firm builds customized portfolios based on each client's specific goals, risk tolerance, and tax considerations, primarily utilizing individual stocks, bonds, mutual funds, and exchange-traded funds. In addition to ongoing portfolio supervision, Krueger Asset Management provides advice across various areas including business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance review, retirement projections, and tax-efficient investing strategies. The firm also offers project-based financial planning, specialized consulting for Delaware Statutory Trusts and real estate tax-deferred exchanges, and educational seminars. Krueger Asset Management operates as a fee-only registered investment advisor and does not have any minimum account size requirement to open or maintain an account.