Wealth Management, Taxes, & Investments

We specialize in assisting our clients through tax-efficient financial planning and investment management
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canty financial management wealth advisors

Financial Clarity Through Knowledge, Expertise, and Personalized Planning

At our firm, we offer financial planning and investment management services that prioritize tax-efficiency. Our service is tailored to individuals in various stages of their financial journey, including pre-retirement, retirement, and wealth transfer planning. With our extensive knowledge in taxes, investments, and financial planning, we provide an edge over conventional advisors.


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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

Pre-Retirement 12-Month Checklist 

The period leading up to your retirement is a critical time to ensure that you have your financial plan in place as you enter retirement. Financial planning doesn’t stop once you retire, things change and your need to stay on top of things and adjust as needed. This is the focus of much of our […]

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Investment Commentary & Q2 Rebalance

In light of the current market conditions and heightened uncertainty, our investment strategy aims to enhance the overall quality and resilience of the portfolio. We are taking steps to reduce net exposure to stocks and credit, reflecting our cautious stance. One notable move is our continued rotation out of names with significant active risk, including […]

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Tax Investment Mistakes: Real Examples We've Seen

It’s important to understand the tax implications of investment decisions because taxes can have a significant impact on your investment returns. Here are some real-life examples we’ve seen of tax investment mistakes. Misuse of IRAs and Roth IRAs There are several common tax mistakes associated with IRAs and Roth IRAs, including: Early withdrawal penalties: If […]

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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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