Chief Executive Officer
Casey is responsible for managing the firm as well as advising clients of his own – particularly corporate executives...
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 $800 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
Founder and President
Richard is the founder of Cranbrook Wealth Management, LLC. He was a pioneer in comprehensive financial planning in the...
Chief Marketing Officer
Kelly oversees marketing and communications for Cranbrook Wealth Management, drawing on 20 years of senior leadership...
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...
Investment Adviser Associate
Stacey assists the firm principals and investment advisors in analyzing a variety of investment, tax, and estate issues...
Latest Blog Post
Many see risk tolerance as a simple measure of their financial ability to withstand market losses. While there are many financial factors to consider (including income, net worth, liquidity, and time horizon), the emotional component of managing risk can’t be underestimated. Recognizing that emotions like fear and exuberance are reactionary mechanisms that tend to flare up over short-term events may keep you in check when examining risk tolerance in the context of your long-term strategy.
Gifting and charitable donations are often used to reduce taxable incomes and redistribute wealth within a family. Annual tax-free gifting limits reset each year, but some high-net-worth individuals may wish to instead take advantage of 2022’s relatively high lifetime gift tax exemption to maximize a tax mitigation strategy.
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject and ways advanced planning can help ease elder care transitions.