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Dominic D
CFP®
Houston, TX
Cranbrook Wealth Management, LLC
Dominic Di Giacomo is a CFP® professional with three years of industry experience, currently serving at Cranbrook Wealth Management, LLC. His work history includes prior roles at JLFranklin Wealth Planning, LLC and Signature Wealth Strategies, as well as a four-year period at Clemson University. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm integrates investment management with financial planning and offers a range of portfolio models supported by written Investment Policy Statements, utilizing mutual funds, ETFs, separately managed accounts, and private equity opportunities.
Richard B
ChFC®, Series 63, Series 65
Chapel Hill, NC
Cranbrook Wealth Management, LLC
Richard Balamucki is a financial advisor at Cranbrook Wealth Management, LLC in Chapel Hill, NC, with 16 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes time at REB Strategic Business Consulting, LLC and long-term service at Cranbrook Wealth Management. Cranbrook Wealth Management serves individual, high-net-worth, institutional, and fiduciary clients, managing approximately $907 million across about 250 accounts. The firm offers discretionary investment management, integrated financial planning, and retirement and estate planning, employing tailored portfolios based on risk assessments and utilizing tax-aware strategies through third-party subadvisors.
Mitchell M
CFP®
Bloomfield Hills, MI
Cranbrook Wealth Management, LLC
Mitchell Mowid is a CFP® professional at Cranbrook Wealth Management, LLC with experience at Vanguard and the Gillespie Group. He has been with Cranbrook Wealth Management since 2023. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis. The firm combines investment management with financial planning and offers services such as model portfolio allocations, separately managed accounts, and formal ERISA/rollover guidance.
Mark F
Series 63, Series 65
Bloomfield Hills, MI
Cranbrook Wealth Management, LLC
Mark Fitzgerald is a financial advisor at Cranbrook Wealth Management, LLC with 16 years of industry experience. He has held Series 63 and Series 65 designations and has been with Cranbrook Wealth Management since 2006. Cranbrook Wealth Management serves individuals, retirement accounts, trusts, estates, charitable institutions, and business entities, managing portfolios on a discretionary basis for approximately 242 clients. The firm combines investment management with financial planning and uses model allocations tailored by a Risk Tolerance Assessment, implementing portfolios primarily with mutual funds and ETFs.
Logan R
CFP®, Series 66
Bloomfield Hills, MI
Cranbrook Wealth Management, LLC
Logan Ross is a CFP® with 12 years of industry experience, currently serving as an advisor at Cranbrook Wealth Management, LLC since 2015. Prior to joining Cranbrook Wealth Management, he worked at CIG Asset Management, Inc. and American Portfolios Advisors, Inc. Logan holds a Series 66 designation. Cranbrook Wealth Management serves individuals, including high-net-worth clients, as well as institutional and fiduciary clients, managing approximately $906.8 million across about 250 clients. The firm offers discretionary investment management and integrated financial planning, utilizing tailored portfolios based on risk assessments and Investment Policy Statements, with a focus on tax-aware strategies and access to alternative investments through third-party subadvisors.
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