Wealth Management, Taxes, & Investments

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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

Market Commentary & Recent Rebalance Q4 2023

Trade Rationale: Seizing Opportunities Amid Market Volatility Following a weak September and October performance, the stock market has rallied significantly since the beginning of November. In the two weeks from October 27 through November 10, the S&P 500 jumped 7.2%. This was following a report of lighter than expected CPI/ inflation, and the possibility that […]

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A Guide to Year-End Planning for 2023

As we near the end of another year, it's the perfect time to reflect on your financial journey and set a course for the future. Year-end planning is not just about financial housekeeping; it's a strategic opportunity to optimize your financial health and make the most of your investments. In this newsletter, we'll guide you […]

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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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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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