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 when 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
  • Financial Forecasting
  • 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
Learn more about financial planning here!

Client Case Studies

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Service and Fees

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Download Our Service Matrix
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 what 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.

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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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Ready to create your financial roadmap?

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