01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

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.

 

03. Our Process

A strong planning process helps to create a financial strategy that is ideal for you. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

 

 

Our Services

 

Tax-Efficient Strategies

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, you may be able to minimize the latter.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to create and preserve your wealth to help you reach financial goals.
 

Annuities

Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which side of this divide you are on, Annuities can be a powerful...
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Cranberry Wealth Manages Assets For Individuals And Families, Providing Investment Management, Financial Planning, and Retirement Planning Services.

Blogs

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone. 1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better...
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.