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

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...

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

Inter-family loans can come with IRS strings

by Casey Bear on
Categories
Loaning money to family members is a common and often informal affair: parents front a mortgage down payment for an adult child, for example, with an expectation that it’s repaid over time (or not).  Aside from the emotional risks of loaning money to a family member who may or may not be expected to repay the debt, the Internal Revenue Service could be a vested third party whose involvement could complicate the transaction.

One billion reasons to be grateful

by Casey Bear on
Categories
Our firm crossed a big milestone today, one that many in our industry chase for decades.  And while managing $1 billion in client assets is remarkable, it's only possible because of the trust our clients continue to place in us, to execute their financial plans with discipline and competency and...
Complex employment contracts, with untraditional benefits packages and a myriad of equity grants and options, are commonplace at the upper echelons of corporate leadership. It is crucial that these employees understand the facets of the contract, can manage the tax and cash flow implications that could be triggered by some elements of the package, and plan for wealth-building events and milestones accordingly. At Cranbrook Wealth, our investment professionals are seasoned in reviewing corporate employment contracts and setting a wealth management strategy that aligns with your current lifestyle needs as well as family legacy goals. We typically encourage executives with employment contracts to carefully consider the following areas: