At Crane Private Wealth Group, we specialize in comprehensive financial planning and investment management for high- and ultra-high-net-worth individuals and families. Our nationwide clientele includes corporate executives from some of the largest publicly traded companies in the world, along with successful business owners, professional athletes, and affluent retirees.
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 intentionally limit the number of client relationships we serve to ensure we deliver the level of attention and service that significant wealth warrants.
Founder Brian Crane, a Forbes Best-in-State Wealth Advisor for 2025, brings over 25 years of experience and a consistent track record of recognition as one of the nation’s top advisors.* He is joined by James Batch, a Harvard Economics graduate who has quickly established himself as one of Raymond James’ top emerging advisors nationwide.
Whether you’re focused on growing your wealth, planning for retirement, preparing for a liquidity event, or focused on multigenerational wealth transfer, we offer tailored strategies designed to simplify your life and support your long-term goals.
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 Best-in-State Wealth Advisors 2025 ranking, 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. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 48,944 nominations, roughly 9,722 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. Compensation provided for using the 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.
