Wealth Management, Taxes, & Investments

We specialize in helping our clients by providing tax-efficient financial planning and investment management
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We provide tax-efficient investment management and financial planning. Whether you are in the years prior to retirement, retired, or planning for wealth transfer, we guide our clients through these difficult financial decisions. Our combined expertise in taxes, investments, and financial planning gives us an advantage when compared to traditional advisors.

OUR TEAMS MEMBERS

The Big Oxmox advised her not to do so, because there were thousands of bad Commas, wild Question Marks and devious Semikoli, but the Little Blind Text didn’t listen.

Diaz Kenneth

Human Resources

+1 (987) 1625346

Kenneth Diaz

Human Resources

+1 (987) 1625346

Diaz

Human Resources

+1 (987) 1625346

We Grow Ecommerce onEvery Major Platform

But who has any right to find fault with a man who chooses to enjoy a pleasure that has no annoying consequences.

Articles

Charitable Giving and How to Maximize Tax Benefits 

Charitable giving is a great thing to do regardless of whether or not you are able to realize a tax benefit. However, if you can help others and realize a tax benefit this is a good thing and might even allow you to give a little bit more. Here are some things to know in […]

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Investment Commentary October 2022

Over the past year, we've had continued turbulence in the stock and bond markets due to rising interest rates and monetary tightening by central banks across the globe. As a result of the stimulative monetary and fiscal policy enacted during the Covid pandemic, most developed economies have seen a dramatic increase in inflation.  To fight […]

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Understanding the Basics of Medicare 

Medicare is the core component of healthcare coverage for most retirees. Medicare is also misunderstood by many people as they approach age 65. As Medicare open enrollment approaches, here is a brief overview of the basics of Medicare to help increase your understanding of this important program.  What is Medicare?  Medicare is a federal health […]

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Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020
518-885-3230

5129 Castello Drive Suite #1
Naples, FL, 34103
239-435-0090
Michael Canty Memorial Fund
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