Rooted in Minnesota, Serving Nationwide
Family Wealth Management in Wayzata, MN
Aligning every part of your Wayzata financial life.
About Crane Capital Management
A Family CFO Approach to Serving Wayzata
Crane Capital Management delivers comprehensive wealth management for families and professionals in Wayzata and throughout the Lake Minnetonka community. As a CFA-led fiduciary firm, we integrate investment management, retirement planning, tax coordination, estate strategies, and insurance planning into one cohesive approach.

From the Wayzata Bay shoreline to Lake Street’s shops and restaurants, we know this is a community where professional success and family priorities come together. Whether you’re preparing for retirement, managing executive compensation, or creating a multi-generational wealth plan, we provide local guidance backed by broad experience.
Our services
Comprehensive Wealth Management for Wayzata
Your Trusted Family CFO
Coordinated Advice for Every Financial Decision
As your Family CFO, Crane Capital brings organization and clarity to the full picture of your finances. We connect investment choices with tax planning, retirement income, insurance coverage, and estate intentions so decisions work together. Wayzata clients appreciate straightforward guidance, flexible meetings in town or virtually, and a planning rhythm that keeps pace with busy seasons at work and quieter weekends on the lake.
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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