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Christopher K

CFA®, Series 63

Robinsville, NJ

Confidence Wealth Management, Inc.

Christopher Krug is a CFA® charterholder with four years of industry experience. He currently serves as an advisor at Confidence Wealth Management, Inc. and previously worked at BlackRock Investments LLC and RoundAngle Advisors LLC. Krug also provides consulting services through Krug Investment Solutions LLC, focusing on market analysis and risk management for various businesses. Confidence Wealth Management, Inc. manages approximately $454 million for individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs proprietary model portfolios and a combination of passive ETFs and actively managed mutual funds, emphasizing downside risk management and diversification through discretionary and non-discretionary portfolio management.

Wealth management General estate planning guidance Multi-generational wealth transfer Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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