Founder and President
Richard is the founder of Cranbrook Wealth Management, LLC. He was a pioneer in comprehensive financial planning in the...
About Cranbrook Wealth Management
Since 2004, Cranbrook Wealth Management has taken a lifetime perspective to clients' complex financial situations as their trusted, SEC-registered independent investment advisory firm. With more than $900 million in client assets under management, 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
Chief Executive Officer
Casey is responsible for managing the firm as well as advising clients of his own – particularly corporate executives...
Investment Adviser Representative
Mark has been advising and servicing clients since he entered the financial planning profession in 1997. He strives to...
Investment Adviser Representative
Logan joined the firm in 2015. In addition to advising his own clients, Logan also assists the firm principals in...
Associate & Analyst
Dominic graduated from Clemson University in May of 2019 and joined the firm shortly thereafter. Dominic assists the...
Latest Blog Post
Although it is impossible to make a prediction about the future, the fact is historically (and statistically) U.S. stock markets have not been negatively affected by capital gains tax rate hikes in the past.
A once-in-a-generation event like the COVID-19 pandemic can encourage those near retirement age to evaluate their preparedness for an early or unexpected retirement. Here are some items to consider should you find yourself in this position.
With more investment options being added each year, and relatively low costs, 529 plans have many attractive features for college savers, notably offering significant tax advantages while also giving investors flexibility and high contribution limits.