Crane Private Wealth Management is a comprehensive private wealth management practice at Raymond James. Our nationwide clientele is a select group of highly affluent private clients including business owners, corporate leaders, and professional athletes.
We rank amongst a limited group of advisory practices nationwide that manage so few client households while managing such a high level of assets. Our boutique model allows us to provide the level of attention and service that significant wealth warrants. We provide comprehensive advice on all facets of clients' financial needs and work in conjunction with your estate planning, tax, and other professionals to ensure the highest degree of financial efficiency.
The mission of Crane Private Wealth Management is to provide thorough personalized service and innovative financial advice to our clients. The dedication to this mission has allowed Brian Crane to be ranked Best in State by Forbes in 2021 and 2022*.
Check out Melbourne native and Red Sox Hall of Famer Tim Wakefield discuss how the office has helped him throughout his career and retirement.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.