Cranbrook Financial

Cranbrook Financial Make sense of your finances. Take hold of your legacy. Let’s create a plan that works for you—one built on trust, strategy, and a commitment to your future.

Graduation season is more than a celebration. It’s also a great time to start thinking about what comes next financially...
05/21/2026

Graduation season is more than a celebration. It’s also a great time to start thinking about what comes next financially.

For graduates, that might mean budgeting, student loans, or building early savings habits. For parents and grandparents, it’s a moment to support the next generation with conversations that build confidence and clarity around money.

Small steps today can help set the foundation for a stronger financial future.

05/19/2026

As a family business ourselves, we understand the unique challenges and opportunities that come with building something meant to last beyond one generation. At Cranbrook Financial, we help families and family business owners make sense of complex financial decisions through comprehensive planning designed to grow, protect, and optimize wealth.

This month, as summer takes off, take a few minutes to review where your money has been going so far this year. Subscrip...
05/14/2026

This month, as summer takes off, take a few minutes to review where your money has been going so far this year. Subscriptions, travel plans, dining, and recurring expenses often creep up without notice. This is also a smart moment to revisit your savings goals and make sure you’re still on track for the year ahead. Even small adjustments now can help prevent bigger surprises later and keep your plan aligned with what matters most to you.

Mother’s Day always has a way of putting into perspective the kind of love that doesn’t ask for attention, but deserves ...
05/11/2026

Mother’s Day always has a way of putting into perspective the kind of love that doesn’t ask for attention, but deserves all of it.

To the moms who are holding everything together behind the scenes, showing up with patience on the hard days, and love on the easy ones, Happy belated Mothers Day.

We see you, we appreciate you, and we’re grateful for the impact you have in ways both big and small. Wishing you a day filled with the same care and love you so freely give to everyone else.

We wanted to give a belated birthday shout-out to Jennifer Lombardo, an essential part of our Cranbrook team and a stead...
05/08/2026

We wanted to give a belated birthday shout-out to Jennifer Lombardo, an essential part of our Cranbrook team and a steady force behind the scenes and in client relationships. She’s the person who shows up with calm, clarity, and care, making sure clients feel supported and every detail is handled the right way.

Wishing her a happy belated birthday filled with the same warmth and appreciation she brings to everyone around her.

Sebastian Minaudo ’s recognition as a 2026 Forbes  Best-In-State Wealth Advisor is an incredible honor, and one that ref...
04/30/2026

Sebastian Minaudo ’s recognition as a 2026 Forbes Best-In-State Wealth Advisor is an incredible honor, and one that reflects far more than an individual achievement. It speaks to the trust clients place in the firm each day and the collective dedication of the Cranbrook team behind the scenes. Every relationship, every detail, and every team member contributes to delivering thoughtful, personalized planning. We’re grateful to be part of our clients’ journeys and proud of the work we’re able to do together.

Forbes Best-In-State Wealth Advisors (April 2026), based upon data as of 6/30/2025. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promoting the rating(s). Rankings and recognitions are no guarantee of future investment success.

The end of tax season is finally here, and it’s the perfect time to think strategically about your tax refund. Instead o...
04/23/2026

The end of tax season is finally here, and it’s the perfect time to think strategically about your tax refund. Instead of splurging, consider putting it toward something that strengthens your financial future. You could boost your retirement savings, pay down high-interest debt, or add to your emergency fund.

Even small steps now can have a big impact over time, helping you stay on track toward your long-term goals. Make this year’s refund work harder for you!

The first quarter of 2026 started with strong momentum across global markets, but quickly shifted as geopolitical tensio...
04/21/2026

The first quarter of 2026 started with strong momentum across global markets, but quickly shifted as geopolitical tensions drove volatility and rising energy prices. In this latest update, Partner & Private Wealth Advisor, Francesco Minaudo, shares his perspective on what changed, what’s driving markets now, and how to think about it moving forward.

Moments like these highlight the importance of staying disciplined and focused on long-term strategy.

Read the full commentary to explore what this could mean moving forward:

https://www.northwesternmutual.com/life-and-money/q1-2026-a-tale-of-two-markets/

April is Financial Literacy Month, a great time to help the next generation build strong financial habits.To celebrate, ...
04/16/2026

April is Financial Literacy Month, a great time to help the next generation build strong financial habits.

To celebrate, Cranbrook is offering complimentary one-on-one sessions designed for the next generation. These conversations are a great way for your kids or grandkids to begin learning the fundamentals, from budgeting and saving to making thoughtful financial decisions as they prepare for college and early adulthood.

Reach out to Jade Givens at [email protected] to schedule a session.

Address

201 W. Big Beaver Road Suite 930
Troy, MI
48084

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