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

U.S. Capitol building

U.S. debt: Not living on borrowed time

Dec 07, 2023

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

Dec 04, 2023

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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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.