Wealth Management, Taxes, & Investments

Trusted fiduciary advisors who are always looking out for you
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canty financial about us

Enjoy Financial Peace of Mind

At our firm, we take pride in being a fiduciary financial advisor, committed to a strong personal advisor-client relationship. We provide comprehensive financial planning, including tax-efficient investment management and retirement planning, ensuring our clients can enjoy life without financial worries. We seamlessly coordinate their investments, taxes, and retirement plans, instilling relief and confidence with a trusted advisor guiding their well-informed financial decisions. 

Having a financial advisor with tax expertise is a significant advantage, as it offers a single point of contact for all our client's financial needs, saving time, and leading to smarter choices that optimize their wealth. As an independent firm with no affiliations to fund companies or brokers, and no sales of financial products, our advice remains transparent and unbiased, solely focused on serving our client's best interests and helping them achieve their financial and life goals.


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


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.

Sharing Our Knowledge

Calculating Your Retirement Nest Egg: Optimizing Income and Tax Planning

Retirement marks a significant transition in life, offering the promise of relaxation, exploration, and pursuing passions long put on hold. However, achieving the retirement of your dreams requires careful financial planning. One of the critical steps in this journey is estimating the amount of money needed to generate sufficient income during retirement while also optimizing […]

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Claiming Social Security While You Are Working 

A question we are often asked is whether or not you can claim Social Security while working. The answer to this question is yes you can. However, it’s not that simple. The question to ask is should you claim Social Security while working? In answering this question it's important to understand the rules regarding earned […]

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Investment Commentary & Q3 Rebalance

A pleasantly surprising rally, skillfully led by a select group of tech giants known as the 'Magnificent 7,' has prompted us to moderate our overweight position in the tech sector. These companies benefited greatly from the AI boom, driving their outperformance. However, we anticipate a slowdown in risk assets during Q3, with returns diversifying to […]

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Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020

5129 Castello Drive Suite #1
Naples, FL, 34103
Michael Canty Memorial Fund
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