Beth Kraszewski

President • Wealth Manager
CERTIFIED FINANCIAL PLANNER® • CDFA®

BS, University of Nebraska | Lincoln

“We practice a compassionate brand of financial science. So we built a team around the needs of our clients. Our Unique Ability® — our yin/yang — is the pairing of our technical expertise on the one hand, with our relational capacity on the other. And it’s that combination of both, at equal strength, that our clients need.”

Beth has been empowering clients for the past 22 years to discover a greater purpose for their financial wealth and to pursue it with confidence. Her area of expertise is financial planning for life’s transitions especially divorce, retirement, and widowhood. These are complex financial situations and Beth enjoys holding the big picture for her clients while collaborating with their accountants, attorneys, and other members of their team.

Beth has a unique passion for divorce planning and for helping people at that difficult juncture. Her compassion for these clients led her to get a CDFA/Certified Divorce Financial Analyst designation, allowing her to assess their settlement sweet spot by analyzing short-term and long-term projections. Knowledge is power. And the strategic advice Beth offers clients based on her findings helps them feel confident negotiating and signing their agreements.

In her 12th year as a planner and manager, Beth founded Purposeful Wealth Advisors, a division of Keating & Associates. Though she’s based in Chicago, Beth works with clients across the US and around the world. When she’s not working, Beth is busy living the dream she and her husband hatched along with their three cherished children who throw a wrench into the plan every now and then. As they should!

 

Awards & Recognitions

Working Mother Magazine’s Top Wealth Advisors of 2018

2019 List Working Mother Magazine’s Top Wealth Advisor Moms

2020 List Working Mother Magazine’s Top Wealth Advisor Moms

2021 Raymond James Woman of Distinction Award

2023 Forbes List of Top Women Wealth Advisors Best-In-State

2023 RJFS Executive Council 1

2024, 2025 Forbes List of Top Women Wealth Advisors Best-In-State

2025, 2026 Edition of the Forbes Top Wealth Advisors Best-in-State


Awards and recognitions listed are third-party ratings based on various criteria and are not indicative of future investment performance or client experience. Rankings should not be construed as an endorsement. No fee was paid for consideration for certain awards; however, the advisor and/or firm may pay fees for licensing or use of award logos. Click here for full award disclosures. 

When things are at their messiest, that’s where we shine. Whether change caught you by surprise or not, we’ll ask you where do you want to go from here? And we’ll forecast both the short-term and long-term implications of the choices you’re considering so you can make truly informed, financially sound decisions that allow for your goals, your dreams, and even the next change you can’t anticipate. We’ll actually plan for it.
— Beth


CFP® Disclosure

“CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.”

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Emily Claussen