Cramer Wealth
Management
Cramer Wealth Management
Your Financial Future,
Reimagined
We create personalized wealth strategies that grow with your family,
helping you achieve financial freedom with humble, open, and
transparent guidance.
12 Baskets Marketing
Build your own Customized Lead Machine
Start Building a Smarter Financial Future Today
At Cramer Wealth Management, we help individuals and families gain clarity, confidence, and control over their financial lives. Take the first step with a complimentary financial assessment tailored to your goals.
Personalized financial assessment
Retirement & investment insights
No obligation, 100% confidential
Cramer Wealth Management
Your Financial Future,
Reimagined
We create personalized wealth strategies that grow with your family, helping you achieve financial freedom with humble, open, and
transparent guidance.
12 Baskets Marketing
Build your own Customized Lead Machine
Start Building a Smarter Financial Future Today
At Cramer Wealth Management, we help individuals and families gain clarity, confidence, and control over their financial lives. Take the first step with a complimentary financial assessment tailored to your goals.
Personalized financial assessment
Retirement & investment insights
No obligation, 100% confidential
Our Key's to Success
Podcast
Proper Pod Talk
Proper Pod Talk is a YouTube channel hosted by Jordan Cramer, where he explores an array of topics such as politics, finance, the economy, fashion, watches, and technology.
real estate
Proper Way Realty
Proper Way Realty is a real estate company dedicated to helping clients find the perfect property, whether it's residential, commercial, or a new build.
life insurance
Proper Life Insurance
Proper Life Insurance offers expert guidance through the complex world of life insurance with our seasoned agents. We start with a free risk assessment and consultation to ensure you're placed into the perfect policy that fits your needs.
investment
REVIVE Opportunity Zone Fund
Revive Qualified Opportunity Zone Fund is where capital gains are invested to create A-list movies and support the film sector. By using smart tax strategies, we secure state rebates and create jobs that boost the local economy both during and long after the film projects.
non profit
Donate to the KiDS
Our organization operates as a fully non-profit venture, offering premium, organic teas and tea subscription services online. Each carefully selected blend is delivered directly to your doorstep, with all proceeds dedicated to supporting our small farm in Uganda.
annuity
Proper Annuities
Secure your financial future with our annuity services. Guaranteed income streams, tax benefits, and flexibility to suit your needs. Our expert team will guide you in creating a customized plan for a worry-free retirement.
About Us
Humble. Open.
Transparent.
At Cramer Wealth Management, we help people solve a wide range of financial challenges. Whether it's finding the proper real estate investment or the right life insurance policy, we create custom strategies that grow with your family.
Our team uses data-driven insights to show how well these strategies are working, ensuring you reach your financial goals efficiently while maintaining complete transparency every step of the way.
15+
Years of Experience
500+
Clients Served
$100M+
Assets Managed
98%
Client Retention
our services
Comprehensive Financial
Solutions
We offer a full suite of financial services designed to help you build, protect, and grow
your wealth at every stage of life.
Investment Management
Strategic portfolio management tailored to your risk tolerance and long-term goals.
Life Insurance
Find the proper life insurance policy to protect your family's financial future.
Real Estate Planning
Expert guidance on property investments that align with your wealth strategy.
Retirement Planning
Comprehensive retirement strategies to ensure a comfortable and secure future.
Business Consulting
Increase profits by improving efficiency and optimizing your business operations.
Family Wealth
Multi-generational wealth transfer and estate planning services.
Cramer Wealth
Management
Helping families build, protect, and grow their wealth with humble, open, and transparent guidance.
Services
Investment Management
Retirement Planning
Life Insurance
Real Estate Planning
Company
About Us
Our Team
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