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...
Associate & Analyst
Dominic graduated from Clemson University in May of 2019 and joined the firm shortly thereafter. Dominic assists the...
Latest Blog Post
We're proud to recognize Dominic DiGiacomo for his new professional designation: Certified Financial Planner®!
The CFP® certification requires 12-18 months of coursework; passing a six-hour, 170-question multiple-choice exam; 6,000 hours of professional experience related to the financial planning process; and, adherence to high ethical and professional standards for the practice of financial planning. It's a years-long process that equips Dominic to provide comprehensive financial guidance to our clients.
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.
With large enough balances in a taxable account, margin loans may be a wise option for high-net-worth individuals under certain circumstances. Recognizing the appropriate situations in which to draw a margin loan is an important part of a sound wealth management strategy, and at Cranbrook Wealth, we carefully evaluate individual client situation before recommending this option.