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

Founder and President

Richard is the founder of Cranbrook Wealth Management, LLC. He was a pioneer in comprehensive financial planning in the...

Chief Executive Officer

Casey is responsible for managing the firm as well as advising clients of his own – particularly corporate executives...

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

Sending a child off to college is rarely easy, but for parents who have spent 18 years actively involved in caring for their child, the autonomy college students need can make the transition even harder to manage.  While this new independence aids in the development of the young adult, rare medical circumstances could arise and leave the student unable to handle his or her own affairs. In advance of their departure, parents should prepare for the unlikely event that their college student may need their hands-on care once again with these three legal documents.
Get over the psychological hurdle of moving from an external income source (from a job) to an internal income source (from your retirement savings) with these tips to help focus your mindset on appropriate spending of your retirement savings.