Rooted in Minnesota, Serving Nationwide

Family Wealth Management in Minnetonka, MN

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Aligning every part of your Minnetonka financial life.

About Crane Capital Management

Local Expertise with a Family CFO Approach

Crane Capital Management provides comprehensive wealth management for families and professionals in Minnetonka and the surrounding Lake Minnetonka area. As a CFA-led fiduciary firm, we combine institutional investment knowledge with a boutique-level commitment to service. From our office in nearby Mound, we partner with Minnetonka residents to integrate investments, retirement planning, tax coordination, and estate strategies into one coordinated plan.



From Minnetonka Boulevard to the trails of Big Willow Park, we understand that life here blends professional success with lakeside living, and financial plans need to reflect both. Whether you’re preparing for retirement, managing stock options from a local employer, or planning for future generations, we coordinate every detail so your wealth aligns with your goals and lifestyle.

Our services

Comprehensive Planning for Minnetonka Families

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Retirement Planning

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Investment Management

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Education Planning

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Tax Planning & Coordination

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Estate & Legacy Planning

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Insurance Planning

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Business Transition Planning

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Your finances deserve a complete picture.

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Your Trusted Family CFO

A Coordinated Approach to Planning

Acting as your Family CFO, Crane Capital ensures that nothing important slips through the cracks. We integrate investments, retirement income, tax strategies, insurance, and estate planning into a single roadmap. Minnetonka clients value our ability to simplify the complex, while staying flexible enough to meet virtually or at convenient local spots around the lake

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our process

Planning Built Around Your Life in Minnetonka

Listen and Learn

We take time to understand your goals, from career milestones to family priorities.

Design a Coordinated Plan

Your investments, taxes, and retirement goals come together in one strategy.

Guide Through Life’s Changes

As your life evolves, we keep your plan aligned with what matters most.

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Insights That Keep You Informed

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Plan Your Future in Minnetonka with Confidence

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