Custom financial plans to thrive for years to come
You need a professional on your team who takes the time to discover your goals and develop a plan that aligns with your needs, both now and in the future.
With your busy schedule, career demands, and the need for balance, it's easy to put aside financial planning for another day. We understand these challenges, and that's why Uptown Wealth Management exists - to address the unique needs of professionals and their families and help you accumulate and preserve your wealth.
We've developed a financial planning process that goes beyond choosing where to invest. Your Financial PowerPlay™ will encompass all aspects of your financial picture, including tax planning, family law considerations, estate planning, and post-retirement planning.
Our network of hand-picked professionals gives you access to the resources and support you need to pursue your aspirations, all managed under one roof
Brett Cranson, Wealth Advisor
I'm Brett, the founder of Uptown Wealth Management, with over two decades of experience in the financial services industry.
My extensive background equips me with a deep understanding of the challenges and opportunities that my clients face. My primary goal is to assist them in achieving their financial objectives by providing expert advice and tailored solutions.
My passion for hockey, coupled with my interest in finance, inspired me to develop a brand that incorporates both. I am dedicated to creating a personalized wealth management experience that aligns with the unique needs and lifestyle of my clients. Providing exceptional service is at the core of my commitment, and I consistently go above and beyond to support my clients.
Recognizing the demanding careers of my clients, I prioritize flexibility and availability to accommodate their schedules. I understand the importance of being responsive and accessible when they require my assistance. Outside of my professional life, you'll often find me at the rink or on the golf course.
Hockey has been a lifelong passion for me; I played competitively from a young age and even managed my own roller hockey league. Additionally, I take pride in being the father of two boys who are actively involved in the game. Spending quality time with my family, including watching my boys play, is one of my most cherished pastimes.