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...

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

The 2017 Tax Cuts and Jobs Act (TCJA) raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), reducing the marginal tax benefit of giving to charity by more than 30% and raising the after-tax cost of donating by about 7%.  For charitably-minded taxpayers, the effect can be discouraging, but there is a work-around to these limitations for taxpayers who qualify.

Inter-family loans can come with IRS strings

by Casey Bear on
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
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...