Canty Financial Firm Updates & Our Services

Written by Canty Financial - Published on December 8, 2023

We are excited to begin 2024, marking the 37th year of our firm's history. As we continue our journey, here are some important updates and enhancements to our services that we're thrilled to share with you.

Firm Updates and Our Services:

  • Canty Financial Management is proud to serve over 400 families, managing over $165 million in Assets Under Management (AUM). Our expertise as Fiduciary advisors encompasses investment management, financial planning, and income tax preparation & planning.
  • Celebrating professional growth, Joe Canty has recently earned his CFP certification, furthering our commitment to excellence in financial planning services.
  • Welcoming Tina Alteri, CPA full-time to our team. Tina has worked for CFM seasonally for over 20 years, she brings her expertise in tax planning and preparation, and superb client service to further strengthen our firm’s capabilities.

Market Overview:

Read our latest market insights and our recent rebalance strategy in our CFM Investment Commentary. We invite your questions and look forward to discussing these topics with you.

Enhanced Portfolio Management:

We're excited to continue our collaboration with institutional portfolio managers such as J.P. Morgan, BlackRock, Clough Capital, and State Street. This partnership aims to optimize our model portfolios, leveraging their extensive market experience and advanced analytical tools. This strategy enhances our ability to offer you diversified, robust investment options tailored to meet your individual financial goals.

Technology Resources & Updates:

  • 55IP: Coming in 2024, this innovative technology will revolutionize tax-smart investing, including automated tax loss harvesting every 30 days, tax-smart withdrawals, and tax-efficient rebalancing, adding significant value to our client’s investment portfolios.
  • RightCapital / CFM Roadmap: Our financial planning software enables us to assist clients with comprehensive retirement planning, estate planning, investment & net worth overview, and provides access to a handful of other financial planning tools. RightCapital serves as a central hub for our client’s finances, allowing us to provide clear actionable financial insights to our clients. Start your planning journey here: CFM Roadmap.
  • Charles Schwab: Secure and efficient custody of investment accounts is facilitated through the Schwab platform, ensuring a superior client experience. CFM remains an independent entity and does not have any direct affiliation with Charles Schwab. This independence allows us to focus solely on the best interests of our clients.
  • Morningstar: Morningstar plays a crucial role in our client performance reporting and portfolio research. Its comprehensive suite of tools enables us to deliver detailed analyses and insights, ensuring that our clients have a clear understanding of their investment performance. The depth and breadth of Morningstar's research capabilities also support our strategic decision-making process when building model portfolios.
  • OpenAI: We have optimized our services by incorporating OpenAI into our processes. This technology helps us conduct in-depth analyses of tax law changes and IRS publications. Additionally, OpenAI aids in investment benchmarking and portfolio optimization, ensuring our strategies are data-driven and aligned with our current views on the market.
  • ProSeries: ProSeries is our go-to resource for high-level tax preparation and planning. Its robust capabilities allow us to navigate complex tax scenarios with precision and efficiency. This tool is essential in our efforts to optimize tax strategies for our clients.

Stay Informed:

Stay up to date on the latest financial planning news by subscribing to our monthly newsletter here.

Looking Forward to 2024:

We encourage you to explore the new features of our software and connect with a CFM advisor for personalized and tailored guidance. We look forward to helping you navigate your financial journey into the new year.

Best regards, The Canty Financial Management Team

Bill Canty, CFP®, CPA, Financial Planner

Ed Canty, CFP®, Financial Planner

Joe Canty, CFP®, Financial Planner

Tina Alteri, CPA, Tax Advisor

Maureen Walsh, EA, Tax Advisor

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20 Church Avenue 
Ballston Spa, NY, 12020

5129 Castello Drive Suite #1
Naples, FL, 34103
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