JONATHAN KRUEGER

If your wealth disappeared tomorrow—what would be left of your legacy?

Not the balance sheet. The impact.

Most financial plans stop at accumulation. But I work with Christian families, business owners, and advisors who know that real wealth is about more than net worth—it's about purpose, stewardship, and generational clarity.

As a fiduciary advisor and CEPA®, I help clients align their financial decisions with their calling—engineering strategies that unlock liquidity, reduce taxes, and multiply the legacy they’ll leave behind. Whether you're navigating a business exit, expanding charitable giving, or building a multi-generational family office, I lead with clear strategy, thoughtful coordination, and an unshakable sense of purpose.

Clients and COIs come to me for:

• Investment-grade life insurance structured for tax-free IRR

• Business exit, succession, and value acceleration strategies

• Private market access for diversification and income

• Advanced estate and charitable planning

• Full coordination with top CPAs, attorneys, and fiduciaries

I also partner with RIAs, CPAs, and attorneys across the country who need a trusted strategist to solve complex problems and elevate client outcomes.

This isn’t about products. It’s about purpose. The right plan, rightly executed, can become the most generous, redemptive thing you ever do.

Credentials:

✅ Series 7, 65, and 63

✅ CEPA® – Certified Exit Planning Advisor

✅ Completed CIMA® Executive Education at Wharton

✅ Life & Health licensed in multiple states

✅ Backed by a national team of advanced planning experts

Let’s Talk

📧 Jonathan.Krueger@Larson.com

📞 314-222-2788

📍Available for strategic collaborations, select client cases, and speaking engagements.

“Legacy isn’t what you leave behind. It’s what you set in motion.”

Let’s build something that outlives you—and honors what matters most empowering all to flourish.

If your wealth disappeared tomorrow—what would be left of your legacy?

Not the balance sheet. The impact.

Most financial plans stop at accumulation. But I work with Christian families, business owners, and advisors who know that real wealth is about more than net worth—it's about purpose, stewardship, and generational clarity.

As a fiduciary advisor and CEPA®, I help clients align their financial decisions with their calling—engineering strategies that unlock liquidity, reduce taxes, and multiply the legacy they’ll leave behind. Whether you're navigating a business exit, expanding charitable giving, or building a multi-generational family office, I lead with clear strategy, thoughtful coordination, and an unshakable sense of purpose.

Clients and COIs come to me for:

• Investment-grade life insurance structured for tax-free IRR

• Business exit, succession, and value acceleration strategies

• Private market access for diversification and income

• Advanced estate and charitable planning

• Full coordination with top CPAs, attorneys, and fiduciaries

I also partner with RIAs, CPAs, and attorneys across the country who need a trusted strategist to solve complex problems and elevate client outcomes.

This isn’t about products. It’s about purpose. The right plan, rightly executed, can become the most generous, redemptive thing you ever do.

Credentials:

✅ Series 7, 65, and 63

✅ CEPA® – Certified Exit Planning Advisor

✅ Completed CIMA® Executive Education at Wharton

✅ Life & Health licensed in multiple states

✅ Backed by a national team of advanced planning experts

Let’s Talk

📧 Jonathan.Krueger@Larson.com

📞 314-222-2788

📍Available for strategic collaborations, select client cases, and speaking engagements.

“Legacy isn’t what you leave behind. It’s what you set in motion.”

Let’s build something that outlives you—and honors what matters most empowering all to flourish.