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:

  • 2019, 2021, 2022, 2023 Forbes 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

Woman looking over her shoulder

Looking back, looking ahead – with guarded optimism

Nov 30, 2023

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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Oil field

How an ESG integrated portfolio can own oil, alcohol and tobacco

Nov 30, 2023

Can you own oil, alcohol, and tobacco in an ESG integrated portfolio? Yes. With ESG integration, there are no exclusions or screens.

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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.