About Me

Kurt focuses on customized wealth management services for private business owners, their companies and emerging affluent families on a national level. Through goals based planning, with an emphasis on behavioral coaching, Kurt helps to optimize the unique goals of his clients.

As part of a multi-generational business, Kurt incorporates a personal family perspective to his wealth management career. Being a second generation member on a team affords him the ability to draw on his personal experience when dealing with the complexity and emotions at play in a privately held, multi-generational business. Kurt has seen first-hand how family dynamics can impact the success and longevity of a business. Through these experiences, Kurt has learned what families can do to manage their business and assets to benefit both current and future generations.

At the cornerstone of his practice is developing custom risk management solutions for privately held businesses utilizing Captive Insurance Companies. This complex focus ties into tax management strategies, wealth transfer, wealth accumulation and pre-liquidity planning. Working with his clients and other Morgan Stanley financial advisors' clients, Kurt is able to see a diverse group of businesses, all with different needs and goals.

Kurt graduated magna cum laude from RIT with a Bachelor's Degree in Finance.

In his spare time, Kurt enjoys traveling with his wife Sarah and spending time with their dog. He is also an avid skier, a recreational tennis player and has a new found passion for golf.
Services Include
  • Business Succession Planning1
  • Wealth Management2
  • Estate Planning Strategies3
  • Financial Planning4
  • Retirement Planning5
  • Asset Management6
Securities Agent: TX, NJ, FL, WV, WA, VA, TN, SC, RI, PR, PA, OH, NY, NV, NE, NC, MI, ME, MD, MA, IN, IL, HI, GA, DE, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1383202
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Behavioral Management

Behavioral Management

Investment performance is irrelevant if one does not have the mental fortitude to make the right decisions and more importantly avoid making the wrong decisions. No one can time the markets, pick the best stocks consistently nor forecast the economy with any accuracy. Therefore, behavior is the most important factor that will determine lifelong investment returns. I focus on the variables we can control. In order of importance, the variables are: faith, patience and discipline. That is my investment philosophy.

My investment approach is this: simple is better. In finance, complexity was designed to sell people what they want; the reality is that people come to me for advice. And I advise them on what they need not what they want. My philosophy and approach is the beginning of an understanding of what I do. Put aside the financial planning and investments. What is left is the true value I bring to my clients and that is behavioral coaching. If all we ever accomplish during our time working together is help you avoid making the biggest mistake of your financial life, then I have earned my keep and done my job.

I leave you with a quote that perfectly sums up my philosophy and the key to success, from a man much smarter than we all could dream to be: "If you're even a slightly above average investor who spends less than you earn, over a lifetime you cannot help but get very wealthy - if you're patient." - Warren Buffett

    Location

    8889 Pelican Bay Blvd
    Ste 300
    Naples, FL 34108
    US
    Direct:
    (239) 449-7893(239) 449-7893
    Toll-Free:
    (800) 877-4697(800) 877-4697
    Fax:
    (585) 389-2299(585) 389-2299
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

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    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
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    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Ready to start a conversation? Contact Kurt James Krokenberger today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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