Lee Kramer of Kramer Wealth Managers, (formerly Kramer Financial) has launched 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).
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The WealthPath identifies the client’s lifestyle needs and goals and then evaluates their current financial situation to determine a plan for implementation.
Lee Kramer said: "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. 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.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
