Rooted in Minnesota, Serving Nationwide

Family Wealth Management in Orono, Minnesota

Start Planning Today

Aligning every part of your Orono financial life.

About Crane Capital Management

Serving Orono Families with a Family CFO Approach

Crane Capital Management partners with Orono families and business owners to provide holistic financial planning that reflects both local roots and multi-generational goals. Located near Lake Minnetonka, we understand the unique financial considerations of the Orono community, from preserving lakeshore property along Crystal Bay to planning for charitable giving in support of local organizations. 



Whether you’re expanding a business, preparing for retirement, or building a legacy for future generations, we integrate investment management, retirement planning, and tax coordination into one seamless approach that aligns with your vision.

Our services

Comprehensive Wealth Planning for Orono Families

Rocking chair icon with a dollar sign, representing retirement savings.

Retirement Planning

Learn More
Wallet with a plant growing out of it.

Investment Management

Learn More
An open book with a lightbulb above it, signifying an idea.

Education Planning

Learn More
Invoice with dollar sign and percentage symbol.

Tax Planning & Coordination

Learn More
Signed document with a house icon.

Estate & Legacy Planning

Learn More
Three people under an umbrella.

Insurance Planning

Learn More
Gear icon with arrows, representing processing or automation.

Business Transition Planning

Learn More
Three concentric circles, nested inside one another, forming a bullseye shape.

Your finances deserve a complete picture.

Work With Us
Your Trusted Family CFO

Coordinated Advice for Every Financial Decision

Acting as your Family CFO, Crane Capital helps ensure that every financial choice works together — from tax-smart investment strategies to estate planning and insurance. For Orono clients, this often includes planning for high-value real estate, structuring family trusts, or aligning business and personal wealth decisions. We combine technical knowledge with local understanding to simplify complex needs.

Learn More About Us
our process

A Planning Journey for Orono Clients

Listen first

to understand your goals, priorities, and legacy intentions.

Design a coordinated strategy

that balances investments, taxes, retirement, and estate needs.

Guide and Adjust

as life evolves, ensuring your wealth plan reflects each new chapter.

our blog & market reports

Insights That Keep You Informed

See All Blogs

Plan Your Future in Orono with Confidence

Get In Touch