Think Like Wall Street Without Leaving Main Street
At Cranberry Wealth, we know that everyone has dreams for their personal financial future and that those dreams are as unique as each individual.
As a firm, our focus is to understand your goals and develop a plan to help reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we can research, analyze, plan, execute, and monitor a plan that encompasses the many financial aspects of retirement planning – from saving, to investing, to helping minimize tax obligations.
Because of our full complement of services, we are able to offer assistance ranging from individuals to business owners and from those in the early stages of planning to those already enjoying retirement.
We use Nitrogen to assess your own personal comfort level for investment risk. From there, your investment decisions can be taken with confidence.
Cranberry Wealth, Impact Partnership Wealth, LLC, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Cranberry Wealth nor IPW can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
A Comprehensive Plan for Your Financial Future
Nice as it would be, finances – especially those related to planning for retirement – aren’t as simple as picking a number today and trying to arrive there by a target date.
Life changes, as do goals and the financial landscape that is often out of your control. At Cranberry Wealth, we strive to provide confidence and clarify the big picture for you. Along your journey we will cover:
Tax-Efficient Strategies
Retirement Planning
Investment Management Strategies
Annuity Planning
Asset Management
Our Goals For You
We care about the people we serve and the community we’re all a part of. Learn more about who we are and how we can help with your needs.
Schedule a Complimentary Meeting Today
We’d love to get to know more about you and what you want out of your financial future. Fill out the form below and we will discuss how we can help you achieve your goals.
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