Helping connect each part of your financial life with purpose.
about crane capital management
A Family CFO Approach to Modern Wealth Planning
Crane Capital Management is an independent wealth management firm delivering a true family office experience for families and business owners. Based in Minnesota with an office near Lake Minnetonka, we serve clients locally and across the country with personalized, fiduciary advice.
We offer holistic wealth management that integrates retirement planning, investments, education funding, tax coordination, estate and legacy strategies, insurance reviews, and business transition planning. With CFA and CFP credentials, our team combines technical depth with the values of trust, integrity, and simplicity. There are no rigid asset minimums—our approach is flexible for six-figure investors, business owners, and families seeking comprehensive financial guidance.
who we serve
Guiding Every Stage of Your Financial Journey
Young Professionals
Building wealth starts with strong habits and strategic choices. We help early-career professionals establish savings goals, manage investments, and align their financial decisions with the future they envision.
Families in Business Transition
Whether you’re preparing to sell a business or navigating life after a sale, we create a plan that converts your hard work into long-term financial independence — addressing liquidity, tax, and estate considerations along the way.
High-Net-Worth Individuals & Families
For those managing significant assets, our Family CFO model offers the structure, oversight, and coordination needed to preserve wealth across generations. From tax and estate strategies to investment oversight, we deliver holistic planning that extends beyond portfolio management.
Your Trusted Family CFO
A Coordinated Approach to Planning
Think of us as your family’s CFO—managing all aspects of your financial life and coordinating with your CPA, attorneys, and insurance providers so every part of your plan works together. This integrated approach sets Crane Capital Management apart, giving families confidence that nothing important is overlooked.
our process
Coordinated Planning That Evolves With Your Life
Understand Your Goals
We begin by listening closely to your story, learning what matters most and where you are today.
Build an Integrated Plan
Together we shape a coordinated strategy that brings all financial priorities into context.
Guide and Adjust
We continue walking alongside you, refining the plan as life and priorities evolve.
