Klaudia Conradt

Klaudia Conradt

Financial Advisor – Portfolio Manager – Partner

Born and raised in communist Poland, I immigrated to the U.S. in 1983. I began my career in the middle of the roaring '90s when the average investor believed it was her God-given right to consistently rake in equity returns of over 20 percent a year. Boy, how things have changed. Over the past several decades, I have helped families like yours to establish specific, measurable financial goals for the attainment of wealth—however, YOU define wealth, be it retirement with no compromise in lifestyle and personal dignity, the education of your children or grand-kiddos, leaving a legacy to your favorite charity, etc.

My practice emphasizes comprehensive planning, asset allocation, and discretionary, fiduciary portfolio management. I can also help with income planning, education funding goals, structures for charitable giving, and estate planning issues. My network of trusted local professionals is deep and carefully cultivated.

I joined Conestoga Wealth Partners in 2021 after a combined 25 years with UBS Financial Services and Morgan Stanley.

As a lifelong Washingtonian since arriving in this country, all of my charitable and community efforts focus on our neighbors. I work and serve various local organizations including the Rescue Mission, The TEARS Foundation, Hope Sparks, and the Pierce County Heart Walk/American Heart Association.

My husband, Craig, and I live in Gig Harbor, Washington, with our fur-child Gemma, a 16-pound Norwegian Forest Cat, who is also the reason I usually begin my day around 4:30 in the morning. Craig and I enjoy boating, vacationing, and caring for our deer family, which came with the home we built in 2020. Our favorite sunny getaway is Cabo San Lucas, where we've been relaxing once or twice a year since 1999.

Fees: $350 hourly rate for planning services; generally speaking a range of 0.25% (fixed income/bonds) to 1.00% (balanced and growth) for managed accounts.*