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Cranbrook Wealth Management, LLC
SEC-regulated
Registered investment advisor
Cranbrook Wealth Management, LLC is a registered investment adviser established in May 2004 and approved by the Securities and Exchange Commission in February 2006. The firm offers financial planning and investment management services, with financial planning included at no extra charge for investment management clients. Investment management is provided through a Discretionary Investment Management Agreement, tailored to individual risk tolerance and objectives. The firm utilizes Fidelity Brokerage Services, LLC as the custodian for managed accounts. Investment strategies include long-term and short-term purchases of various securities, mutual funds, and exchange-traded funds. Clients may also access tax-advantaged strategies through separately managed accounts. Cranbrook Wealth Management does not charge performance-based fees and serves a range of clients, including individuals, pension plans, and corporations. The firm's investment philosophy focuses on rebalancing portfolios and offering diversified investment options. Clients receive regular account reviews and reports, and the firm does not have any disciplinary events to disclose. For more information, clients can contact the Chief Compliance Officer, Dominic DiGiacomo.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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