Rooted in Minnesota, Serving Nationwide
Independent Financial Advisor Serving Wayzata, MN
Wayzata families with significant assets deserve more than a wirehouse account manager. Crane Capital Management is a fee-only, fiduciary wealth management firm with an office on the Lake Minnetonka shoreline in Spring Park — minutes from Wayzata Bay — serving high-net-worth families and professionals who need coordinated planning across estate, investment, retirement, and tax strategy.
Aligning every part of your Wayzata financial life.
About Crane Capital Management
Fiduciary Wealth Management for Wayzata Families
Crane Capital Management delivers comprehensive wealth management for families and professionals in Wayzata and throughout the Lake Minnetonka community. As a CFA-led, fee-only fiduciary firm, Crane Capital Management has no commissions, no proprietary products, and no affiliation with any brokerage or product platform. Every recommendation is made in the context of your full financial picture — legally required, not just stated as policy.
Wayzata is home to the highest concentration of high-net-worth and ultra-high-net-worth families in the West Metro. The planning needs here — multi-generational estate structures, executive compensation, concentrated investment positions, and legacy strategies — require a different standard of coordination than a standard brokerage relationship delivers. Crane Capital Management's role as Family CFO means actively coordinating with your CPA, estate attorney, and insurance providers so every advisor is working from the same plan, bringing retirement planning and tax strategy together into one coordinated approach.
From Wayzata Bay to Lake Street, this is a community where the financial stakes are high and the quality of advice matters. The wirehouse presence here is substantial — Merrill, Morgan Stanley, UBS, RBC, and others are all well-represented. None operate as fee-only fiduciaries. That is the distinction Crane Capital Management is built to fill.
Our services
Comprehensive Wealth Management for Wayzata
Your Trusted Family CFO
One Advisor Who Coordinates the Full Picture
Acting as your Family CFO, Crane Capital Management connects investment management decisions with retirement income planning, tax coordination, estate intentions, and insurance coverage so nothing is managed in isolation. For Wayzata families with complexity across accounts, properties, and advisors, that coordination role is where the planning relationship delivers the most value.
Taylor Harwood, CFA® and CFP®, leads every client relationship directly — drawing on more than a decade of institutional wealth management experience at U.S. Bank and Bank of America Private Bank. There are no junior advisor substitutions and no rotating team members. The advisor you work with is the advisor who knows your plan.
FAQs
Questions We Hear Often
our process
A Planning Journey Designed for Wayzata Families
Every financial plan we create for Wayzata clients follows a thoughtful three-step process:
Design a Strategy
We build a coordinated roadmap that integrates investments, taxes, retirement, and more.
Guide and Adjust
As your life and circumstances evolve, we refine the plan to keep it aligned with your future.
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Complex Finances Deserve a Coordinated Plan
If you are a Wayzata family or professional ready for a financial planning relationship where every piece of the picture is coordinated — investments, estate, taxes, and retirement — this is where that conversation starts.
