Wealth Management

Financial planning for Individuals, Families, and Professionals

Analyze

your current situation. What are your individual goals, risks,
and investment objectives?

Develop

an achievable plan that
meets both your personal and financial goals.

Implement

your plan and count on CFM
to monitor and adjust your
plan as your life changes.
Wealth Management
  • Investment Management
  • Net Worth Review
  • Cashflow Analysis
  • Tax Planning
  • Income Tax Preparation
  • Life Financial Planning
  • Retirement Planning
  • Education Funding Planning
  • Corporate Stock Option Planning
  • Insurance Needs Analysis
  • Estate Planning
  • Ongoing Review With A Financial
    Planner
Learn more about financial planning here!

Client Case Studies

case study tom and nancy smallcase study sarah small

Service and Fees

Need a visual of our services?

Download Our Service Matrix
canty financial
“At CFM we genuinely care about the overall well-being of our clients. We pride ourselves on the individual care each client receives. We help our clients do what it takes to help them achieve both their financial and life goals.”

Bill Canty, CPA, CFP®
President

Our Process: What to Expect

what is financial planning
  1. Initial 15-minute complimentary consultation via phone or video to see if our services align with the client's needs.
  2. Proposal of our services and identify how our services can help the client achieve their goals and objectives.
  3. Upon acceptance of service, meet with an advisor to discuss portfolio options and transfer assets to CFM's management using TD Ameritrade Institutional as the custodian.
  4. Once the transfer process is complete, meet with your CFM advisor to discuss goals, risk tolerance, questions, or concerns. If applicable, begin the financial planning process.
  5. Ongoing communication with a CFM advisor to review investment performance, risk tolerance, life changes, and goals. Meet with us annually or semi-annually to go over your questions, concerns, risks, and objectives.

Schedule a Complimentary Phone Call

Want to see if our services are right for you? Schedule a complimentary, 15-minute phone call today.
SCHEDULE A CALL

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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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Ready to create your financial roadmap?

Want to see if our services are right for you?
Schedule a complimentary, 15-minute phone call today.
Schedule a Call
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