Let us help you grow more than wealth


 

Proud to work with a nationally recognized teammate

At The Crane Group, we are incredibly proud that Financial Advisor, Nick Crane, is a recipient of the following prestigious award:

  • 20182019, 2021, 2022 Forbes/SHOOK Best-In-State Wealth Advisor

It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well.  Congratulations, Nick!

A comprehensive and holistic approach

The Crane Group is a third generation, full-service wealth and risk management team. We serve as our clients’ primary advisor for all financial matters. Through our comprehensive and holistic approach, we help ensure that each client’s unique needs and goals are met and working in unison. Within our team, we offer investment management, financial/retirement and estate planning assistance, risk and insurance management, lending, corporate executive services and much more.

Our investment style

It all starts with you. As financial advisors, we can offer many investment solutions. RBC Wealth Management allows us to utilize the whole of the investment universe to find the right solution for you. We are well-versed in the analysis and management of equities, fixed income, cash, impact investing, and alternatives, for all types of investors. Nicholas Crane, our team’s senior partner and portfolio manager, runs our flagship investment strategies which focus on growth, with lower volatility and risk exposure. In addition, we offer other investment strategies depending on your unique objectives.

What type of clients do we serve?

Our clients range from individuals, entrepreneurs, families and trusts, to foundations, corporations and other institutions.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

Aug 05, 2022

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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How might markets handle rising geopolitical heat?

Aug 04, 2022

While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.

Read more

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.