Strategic Financial Guidance for Your Future

North State Wealth Management provides financial planning solutions tailored to help individuals and families pursue long-term financial security and success.

About North State Wealth Management

LPL Licensed Wealth Management Professional

We provide financial guidance to individuals and families throughout Northern California and beyond. Founded by Kevin Crandell, a financial advisor with industry experience and specialized expertise as a Registered Social Security Analyst (RSSA®), our firm delivers comprehensive planning solutions that aim to address every aspect of your financial journey.

We distinguish ourselves through our client-centered approach, building lasting relationships based on trust and transparency while developing customized strategies for retirement planning, Social Security optimization, tax efficiency, and legacy planning. At North State Wealth Management, we’re committed not just to managing your wealth, but to empowering you with the knowledge and confidence to pursue lasting financial security and success.

work with us

why choose us

Our approach combines deep technical expertise with genuine care for your financial wellbeing. We understand that retirement planning isn’t just about numbers—it’s about creating the freedom to enjoy the life you’ve worked so hard to build.

Specialized Knowledge

Unlike most financial advisors, Kevin is a Registered Social Security Analyst with specialized training and tools aiming to help you maximize your benefits.

Local Expertise

With over 25 years in the Redding area, Kevin understands the unique financial landscape of the North State community.

Personal Attention

As a boutique wealth management practice, we’re able to provide a more focused, relationship-driven approach.


Our Promise

At North State Wealth Management, we pledge to serve as your dedicated financial partner, putting your interests first in everything we do. We promise to listen intently to your concerns, understand your unique goals, and provide clear, straightforward guidance that empowers your decision-making. You’ll never receive generic solutions or one-size-fits-all strategies—instead, we commit to developing personalized plans that evolve alongside your changing circumstances and priorities. We promise complete transparency regarding our recommendations, fees, and processes, ensuring you always understand the reasoning behind our advice. Through economic fluctuations and life transitions, our unwavering commitment is to remain accessible, responsive, and steadfast in our pursuit of your financial wellbeing, providing the expertise and support you need to navigate your financial journey with confidence.


what we do

Our Services

We provide holistic financial planning services that cover every stage of life and financial need. Our offerings include:

Retirement Planning

Creating a customized plan that includes Social Security, pensions, retirement savings, and budgeting strategies.

College Savings

Helping families plan ahead for the cost of college for their children or grandchildren.

Social Security Planning

Analyzing all available Social Security options to determine the best strategy for each individual’s unique situation.

Business Retirement Solutions

(401(k)s, SIMPLE IRAs, etc.)
Working with small businesses to implement retirement plans that align with their goals and support their teams.

Debt Management

Guiding clients through options for managing and reducing both short-term and long-term debt.

Tax Strategies

Evaluating each client’s tax situation and identifying ways to refine their tax planning within their broader financial strategy.

Budget Analysis

Helping clients gain clarity on their income and expenses, ensuring they have a realistic and effective budget to support their goals.

Legacy Planning

Assisting families in creating a plan to manage their estate and establish legal protections for how assets will be handled after they pass.

North State Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal provider regarding your specific situation.

Contact Us

 We’d love to hear from you. Reach out to schedule a consultation or learn more about our services.

1260 E. Cypress Ave, STE. A
Redding, CA 96002

(530) 319-3519

[email protected]

Monday–Friday: 9am to 5pm (or by appointment)

Serving clients in Shasta County, Tehama, Trinity, and throughout the United States virtually.