Crane Wealth Management Group
- 265 S Little Tor Rd Suite 203 New City New York 10956 United States
Profile
Crane Wealth Management Group is a New York-based financial services firm specializing in comprehensive wealth planning, investment management, and retirement strategies. Focused on serving individuals, families, and small businesses, the firm delivers tailored financial solutions designed to help clients achieve long-term stability and growth. With a fiduciary commitment, Crane Wealth Management operates with transparency and client-first principles, ensuring personalized service and goal-oriented planning.
The firm is led by experienced financial professionals who take a holistic approach to wealth management—integrating tax-efficient strategies, estate planning coordination, and risk assessment into their client portfolios. They work closely with clients to not only grow wealth but also preserve and transfer it in alignment with long-term objectives. Crane Wealth Management also specializes in strategies for business owners and medical professionals, offering industry-specific financial advice.
Active in community outreach and financial education, the firm is committed to building lasting relationships through trust, integrity, and clear communication.
Website: https://www.cranewealthmanagement.com/
Key Services:
– Financial planning and goal setting
– Retirement planning and income strategies
– Investment portfolio design and management
– Wealth preservation and transfer strategies
– Risk management and insurance planning
– College savings and education funding guidance
– Small business financial solutions
– Tax-advantaged investment strategies
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Contact Info
- 265 S Little Tor Rd Suite 203, New City, New York, 10956, United States
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Phone: (845) 728-0355
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