Broker Check
Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Financial Coach to busy people interested in living a life free from financial concerns. 

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Our Five-Step Process

D

D

Discover


We will work closely to clarify what is important to you. 

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R

R

Research


We will gather financial data. 

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E

E

Empower


We will develop a written financial plan.

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A

A

Action


We will provide specific solutions.

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M

M

Monitor


We will regularly review the progress of your plan. 

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Resource Center 

Retirement Income Planning

Retirement Income Planning

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Investment

Investment

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Generational Planning

Generational Planning

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Tax planning

Tax planning

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Browse Our Events

Register for one of our Monthly Workshops or CCAC Classes. These are our “SAM” (Smart About Money) Educational Programs. Register Today and get Smart About Money.

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Meet Our Team

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Wealth Management, Tailored To You

Financial Strategy: It's In Our DNA

 We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Canella, we know how to disrupt the status quo and want to help you do the same. Our goal is to establish a long-term relationship based on trust and experienced advice, and our vision is that each of our clients enjoys a genuinely happy life free from financial concerns.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Schedule a Consultation

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