Wealth Management

We offer comprehensive Wealth Management for clients who are looking for an integrated approach to managing investments, planning for taxes, forecasting for retirement, and planning for major life events.


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


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


your plan and count on CFM to oversee and adapt your strategy as your circumstances evolve.
Wealth Management
  • Investment Management
  • Comprehensive Financial Planning
  • Cashflow Analysis
  • Tax Planning
  • Income Tax Preparation
  • Retirement Planning
  • Estate Planning
  • Corporate Stock Option Planning
  • Education Funding Planning
  • Ongoing Review With A Financial Planner
Learn more about financial planning here!

Services & Client Experience

Need a visual of our services?

View Our Client Experience Overview
canty financial about us
“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 whatever it takes to help them achieve both their financial and life goals.”

Bill Canty, CPA, CFP®

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 your needs.
  2. Proposal of our services and identify how our services can help you achieve your goals and objectives.
  3. Upon acceptance of service, meet with an advisor to discuss portfolio options and transfer assets to CFM's management using Charles Schwab & Co., Inc. 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, semi-annually, or quarterly to review changes to your situation, 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.

Client Testimonials

Retired Couple Coordinating Retirement Assets

"My wife and I worked hard for our
retirement, and we wanted to enjoy it without worry. CFM has been incredible in weaving our pensions, 401ks, and IRAs into a cohesive retirement plan. Their tax-efficient withdrawal
strategies have let us focus on enjoying life's next adventure together."

George and Linda B., Retired Teachers
Empowered Financial Independence After Loss

"Losing my husband left me navigating not just a personal loss but an unfamiliar financial landscape. With CFMs compassionate team, I found more than just advisors—I found partners who empowered me. They've patiently guided me through managing our investments and taxes, ensuring I'm confident and secure in my financial future."

Margaret S., Recent Widow
Engineer Approaching Retirement

"As an engineer, I've always valued precise planning and clear execution. With retirement on the horizon, CFM has been the perfect partner to transition me from a career of building projects to building my dream retirement. Their strategic advice has made navigating my pension plan and 401k as systematic as any project I've managed."

Alex R., Civil Engineer
Inheritance and Complex Tax Management

"Inheriting assets was bittersweet, and the thought of managing it was overwhelming. CFM has been instrumental in guiding me through Beneficiary IRA assets and the labyrinth of trust and estate taxes. Their expertise has been invaluable in honoring my family's legacy while securing my financial future."

Emily C., Inheritance Beneficiary
Sales Professional with Long-term Retirement Planning

"I've been in sales for over two decades, and just like nurturing customer relationships, CFM has cultivated my financial growth over the years. Their retirement planning has been a collaborative journey, not a one-time sale, ensuring my financial goals are met with the same passion I put into my work."

Samira M., Sales Director
Retired Federal Worker Managing TSP and Investments

"Retiring from federal service, I needed someone who understood the intricacies of TSP withdrawals and investment management. CFM's team didn't just bring understanding; they brought a personalized strategy that fits my retirement lifestyle like a glove. Their guidance has been a cornerstone of my post- service life."

Richard L., Retired Federal Employee

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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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