Bloomfield Hills, MI Office
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Cranbrook Wealth Management, LLC
Team
Firm-wide stats for Cranbrook Wealth Management, LLC
About
Cranbrook Wealth Management serves individuals (including high-net-worth clients) and a range of institutional and fiduciary clients, managing approximately $906.8 million for about 250 clients through a small advisory team. The firm offers discretionary investment management as its primary service, alongside integrated financial planning for investment clients and standalone financial planning engagements, plus retirement-plan advice and estate/tax planning support.
Cranbrook begins client relationships with a risk-tolerance assessment and a written Investment Policy Statement and implements tailored portfolios drawn from model allocations that range from all-equity to all-fixed income, primarily using mutual funds and ETFs. The firm monitors and rebalances accounts on an ongoing basis, may accept transferred legacy positions, and employs subadvisory arrangements for separately managed accounts that focus on tax-aware strategies such as tax-loss harvesting and direct indexing; it also provides non-discretionary recommendations for private equity to qualified accredited investors.
What is noteworthy about Cranbrook is the combination of relatively large assets under management with a compact advisory team, and its explicit use of third-party subadvisors to deliver tax-advantaged SMA strategies alongside access to alternative investments. The firm also offers operational accommodations—such as non-managed “courtesy” accounts for clients experiencing liquidity events—and maintains formal policies (including a restricted securities list, trade-error procedures, and custody oversight through a major custodian) to govern client account handling.
Based on Cranbrook Wealth Management, LLC
Expertise
Based on Cranbrook Wealth Management, LLC
Location
36330 Woodward Avenue, Suite 200
Bloomfield Hills MI 48304
Advisors at this office
3
Advisors at this office
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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