About Cranbrook Wealth Management

Since 2004, Cranbrook Wealth Management has brought a lifetime perspective to our client’s complex financial situations as their trusted, independent, fee only, fiduciary investment advisory firm.  With more than $676 million in client assets under management as of 12-31-22, the team of professionals at Cranbrook Wealth execute with discipline and competency, building client relationships through expertise, trust, and empathy.

From portfolio management and investment guidance to strategic wealth planning across a variety of disciplines, let us be your Advisors for Life.

 

 

Our Team

Richard E. Balamucki ChFC

Partner
Chief Compliance Officer
Investment Advisor Representative

Richard is the founder of Cranbrook Wealth Management, LLC. He was a pioneer in comprehensive financial planning in the...

Mark R. Fitzgerald CFP®

Partner
Chief Executive Officer
Investment Advisor Representative

Mark has been advising and servicing clients since he entered the financial planning profession in 1997. He strives to...

Logan T. Ross CFP®

Partner
President
Investment Advisor Representative

Logan joined the firm in 2015.  Logan advises clients on all aspects of financial planning and wealth management.  He is...

Dominic DiGiacomo CFP®

‎Investment Advisor Representative

Dominic works with clients and the firm’s senior advisors on financial planning and investment management tasks...

Jill M. Fitzgerald

Office Manager
Client Service Representative

Jill is Cranbrook Wealth Management’s Office Manager.  Jill has been working in the financial services industry since...

Mitchell Mowid

‎Associate Advisor

Mitchell works with our firm's advisors to provide exceptional client support on various aspects of the financial...

Latest Blog Post

Is Now the Time for Foreign Stocks?

by Cranbrook Wealth on
Categories
market commentary
When it comes to investing, the most normal inclination in the world is to question why an underperforming investment was included in the portfolio. So, why not go ahead and ditch those foreign stocks and buy American?

How Unused 529 Assets Can Help With Retirement Planning

by Cranbrook Wealth on
Starting in 2024, 529 account holders will be able to transfer up to a lifetime limit of $35,000 to a Roth IRA for a beneficiary. The Roth IRA rule can help Roth IRA owners avoid taxes and penalties for nonqualified withdrawals. It can also help people who want to fund a Roth in years when their income maybe too high to contribute.

Cranbrook Cares and the S.P.R.I.N.G. Nonprofit

by Cranbrook Wealth on
Categories
Cranbrook Cares
One of the best things about being a part of the team at Cranbrook Wealth, is being able to spend our time and resources on causes that are near and dear to our hearts, and that’s the whole idea behind Cranbrook Cares. We’re able to give back and support causes we love, in ways that are truly meaningful to us and to others, and we’d like to share the story of one of those causes that holds a special place in our hearts.