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

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...

Investment Adviser Associate

Stacey assists the firm principals and investment advisors in analyzing a variety of investment, tax, and estate issues...

Latest Blog Post

We're thrilled to welcome Stacey Kives Bigley to the Cranbrook Wealth team!  Stacey will be assisting new clients with account establishment as they transition into the firm and provide existing clients with support and additional efficiencies.

She comes to Cranbrook Wealth with 20 years of...

Charitable giving can be a rewarding part of many wealth management plans.  Not only does it feel good to help worthy causes, your monetary or asset donations to qualified charitable organizations may be used as a tax write-off.  However, recent tax law changes enacted with the 2017 Tax Cuts and Jobs Act have drastically reduced the ability of some taxpayers to itemize deductions. Coupling that with the proliferation of phony charitable appeals online, now more than ever, donors must carefully and diligently plan their giving strategy. 
Once you officially retire, the transition from nest egg “saver” to “spender” can be a big psychological hurdle to clear.  Even diligent savers may wonder if their nest egg can cover the many spending “wants” of retired life amid the uncontrollable variables that will almost certainly affect their savings over time, so our investment professionals recommend a few strategies to prepare for retirement spending.