When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also...
Wealth is so much more than just a number.
Being able to be fully present, experience life in the moment, see the world, and spend time with the people that matter most. There’s no number for that; no target or minimum that you have to meet. Yet all of these things could be considered part of a fulfilling life.
As a family chief financial officer (CFO), we help affluent people define what affluence means to them. Through customized wealth management plans, we’ll consider the future while still leaving room for you to enjoy everything life has to offer.
The difference concierge-level service makes.
We’re here to help you move past the uncertainty that may be impacting your financial strategy. By understanding your personal story, and working to create collaboration and unity between your professionals, we provide a level of service usually reserved for an exclusive group of individuals.
Protect the wealth you’re creating.
It’s important to find a balance between saving for retirement and spending today. A well-diversified and balanced investment plan can help you set aside what you need for retirement while still giving you the freedom to enjoy the present. Our long-term approach is designed to keep you motivated and excited about the future and ease tensions when volatility strikes.
Meet your advisor
Taylor Harwood CFA®, CFP®
Founder
After working with ultra-high-net-worth individuals and families for ten years, Taylor founded Crane Capital Management to bring that same level of care and dedication to affluent families. Working with an exclusive book of business, he dives deep into the financial pictures of his clients, helping them be present in the moment while saving for the future. He loves getting to know his clients, hearing their stories, and supporting them through their life journeys.
