Dome Krause Brooks Wealth Management Team Photo
Dome Krause Brooks Wealth Management
Merrill Lynch Wealth Management
224 Valley Creek Blvd
Exton, PA 19341
(610) 594.1111
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Mission Statement
We bring decades of experience to an accomplished clientele in more than 25 states. Every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.
Welcome

At Dome Krause Brooks Wealth Management, our perspective on wealth management has been shaped by our 125-plus years of financial experience and desire to provide a measure of attention beyond what clients might expect – but certainly deserve.

The way we see things, our value extends well beyond dollars and cents. It’s best measured over time, by the delivery of personalized advice and guidance – centered around a custom financial and investment plan.

With advisors on the team having started in the early 70’s, 80's and 90's, we’ve earned our stripes assisting a largely referred clientele of successful women and men – business owners and corporate executives, entrepreneurs, physicians, attorneys, generations of wealthy families, retired couples and widows. Distinguished by their accomplishments, each are unique in their financial complexities and priorities.

We focus intently and holistically on matters of trust and estate planning, liability management and other critical areas that – when ignored – can significantly disrupt a client’s financial path (even when investments are managed effectively).

As a highly successful and established team that has managed clients’ money and emotion amid the volatility of 1987, 2000, 2008 and 2020, we are proud that virtually all of those clients remain with us today. We believe that’s due in large part to our experience on mitigating investment risk and helping clients prosper from the wisdom in our disciplined approach and long-term plan.

Given our history, it’s natural for us to view financial matters from a family perspective. Currently, we serve two, three and four generations of families. Ultimately, we feel honored that clients treat us like family members. Each of us – including our wonderful and experienced wealth management associates – enjoys treating clients with the same respect.

Recognition
Bryan Krause
Managing Director, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
About Us
Planning is Everything

We are devoted to appreciating "where you've been, how hard you've worked, and what you've achieved." By the same token, we are eager to help you look forward and plan for circumstances you anticipate and prepare for those you don't.

As a team of veteran advisors, we are well equipped to understand the decision points you'll face. Our distinct, planning-based approach is ongoing – not a one-time event. Over the course of our relationship, we will spend significant time and effort developing and enhancing our understanding of you.

We learn by listening (more than talking). We may ask, "What does retirement look like for you? What type of legacy do you want to leave – family, charitable, or both? And what would give you peace of mind around your finances?"

We also get specific. We will ask about your cash flow – how much and how you spend money?

In the vast majority of cases, we find that a rewarding retirement lifestyle is the number one priority for clients. Consequently, we've developed a strong competency crafting retirement income generation and distribution strategies that aims to preserve and steadily increase wealth without unreasonable risk.

In addition to clients' goals, we look for ways to improve their financial picture. Most often, they include liabilities, tax management strategies, philanthropic solutions, and protective components such as insurance, health care, trust and estate planning. This means working with client's attorneys, accountants and other advisors.

Meet Our Team
Bryan Krause,

CFP®, CIMA®, CPFA™

Managing Director, Senior Resident Director - Wealth Management Advisor
610.594.1173
Joseph Brooks,

CIMA®, CPFA™

Senior Vice President, Wealth Management Advisor
610.594.1184
Katelyn Wilson,

CRPC™

Assistant Vice President, Wealth Management Specialist
610.594.1198
Cynthia L Sapyta
Assistant Vice President, Wealth Management Associate
610.594.1119
Lei T Knopp
Assistant Vice President, Wealth Management Associate
610.594.1111
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Alison Guard
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535296
Sondra Gee
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.