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 transferring wealth.

Assess

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

Develop

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

Execute

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
    Planner
Learn more about financial planning here!

Client Case Studies

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Service and Fees

Need a visual of our services?

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®
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 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 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, 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.
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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