Circle R Wealth LLC
Your proactive and holistic partners for financial planning: wealth management, tax planning, risk mitigation, legal services, and business advisory — coordinated under one roof.
Your advisor and your accountant, working together
Circle R Wealth LLC is an affiliated firm, led by Tony Krance, operating out of the same Crivitz office as Circle R Accounting. Your tax picture is already on the table, so planning starts from what is actually happening in your finances — not a blank page.
Rather than handing you off between professionals, the two teams coordinate: tax strategy, investment decisions, protection, and legal questions get addressed in the same conversation, with each expert weighing in where it matters.
Two firms, one team
- Circle R AccountingTax preparation and planning, bookkeeping and payroll, auditing, and estate and legal services.
- Circle R Wealth LLCWealth management, proactive tax planning, risk mitigation, legal services, and business advisory through a Virtual Family Office.
Proactive and holistic planning
Circle R Wealth combines these five disciplines through a Virtual Family Office of national experts, so your plan is coordinated instead of scattered across separate offices.
Wealth Management
Investment strategy and portfolio guidance built around your goals and timeline.
Tax Planning
Planning that works alongside your returns all year, not a scramble in April.
Risk Mitigation
Insurance and protection strategies that safeguard what you've built.
Legal Services
Estate, business, and related legal guidance from experienced counsel.
Business Advisory
Owner-level advice on structure, growth, and what comes next.
Team-based model
- 1. Understand and prioritize what matters to you.
- 2. Address the biggest problems first.
- 3. Achieve your most important goals.
Tony Krance
Circle R Wealth LLC
Working from the same office as our accounting team.
Meet Tony Krance
Tony leads Circle R Wealth LLC, our affiliated wealth management firm. He builds proactive, holistic financial plans around a Virtual Family Office of national experts in tax planning, legal services, risk mitigation, wealth management, and business advisory.
Because your advisor and your accountant sit in the same building, decisions get made together instead of being passed back and forth between offices.
117 N US Hwy 141, Crivitz, WI 54114
Ready to plan proactively?
Visit Circle R Wealth LLC for the full picture of their team, services, and Virtual Family Office — or call our office and we'll connect you.