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...

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...

Associate & Analyst

Dominic graduated from Clemson University in May of 2019 and joined the firm shortly thereafter.  Dominic assists the...

Latest Blog Post

Short-term volatility is an almost-certain fact of life in the capital markets, one investors and advisors must handle with a clear and rational approach. The instinct to move money out of a quickly-dropping market and "sit on the sidelines" during a correction can present a host of challenges, not the least of which is deciding when it is safe to get back in.

SPAC market glitters, but may not be golden

by Casey Bear on
Special-purchase acquisition companies—or SPACs— are enjoying a moment of unprecedented popularity. Despite their reputation as this year’s “shiny new thing”, SPAC investments should still be approached with caution.