At Cranbrook Wealth Management, we dedicate ourselves to the vast array of wealth management issues that manifest themselves in our clients’ lives. We essentially operate as your financial concierge; helping to manage your cash flow, design your estate plan, evaluate your insurance policies, manage your investment portfolio, construct your business succession plan, and strategize on the many financial and life decisions you encounter. Most importantly, we do this on a fiduciary basis. As a fiduciary, we are legally required to act in your best interest at all times.
We have spent our entire careers in the wealth management businesses and employ Certified Financial Planners, attorneys, and various other professionals. Our goal is to get to know you so well that we come up with the exact same ideas that you would yourself if you had our skill sets and years of experience. We want to marry our experience with your goals and objectives with the hope of reaching the best possible conclusions in the least amount of time. We strive to both simplify your financial life and construct a comprehensive plan that will effect the happiness, prosperity, and well-being of you and your family. Our strength lies in our deep client relationships, attention to detail, and independent business model.
If you are interested in an independent, fiduciary relationship and the construction of a comprehensive wealth management plan, please contact us at your earliest convenience. Let us help you build, protect, and transfer your wealth.
Cranbrook Wealth Management, LLC is an SEC Registered Investment Adviser.