Coordinated Wealth
Management —

By design

Independent.
Family-Owned.
Built to Last.

Canty Wealth Management is an independent, family-owned, SEC-registered investment advisory firm — structured for continuity, accountability, and long-term alignment.

We've spent more than 39 years helping individuals and families make confident, long-term financial decisions. We serve over 200 families and manage more than $250 million in client assets.

Our firm is structured around multi-generational, owner-led advisory relationships. We operate as a fee-only fiduciary — intentionally built for continuity and accountability rather than volume, sales targets, or short-term incentives.

Clients don't need to act as the intermediary between their advisor and their tax professional. We coordinate those decisions in one place, so nothing gets missed and every tradeoff is fully visible.

1987

"Investment decisions made without understanding tax consequences — and tax decisions made without understanding portfolio impact. The result was quiet erosion."

We've spent more than 39 years helping individuals and families make confident, long-term financial decisions. We serve over 200 families and manage more than $250 million in client assets.

Our firm is structured around multi-generational, owner-led advisory relationships. We operate as a fee-only fiduciary — intentionally built for continuity and accountability rather than volume, sales targets, or short-term incentives.

Clients don't need to act as the intermediary between their advisor and their tax professional. We coordinate those decisions in one place, so nothing gets missed and every tradeoff is fully visible.

People Who Own
What They Advise.

Clients work directly with advisors 
who are owners of the firm — aligned by 
structure, not just intention.

A Fiduciary Firm —
By Design.

Canty Wealth Management is an independent, fee-only fiduciary firm. We do not sell financial products, receive commissions, or maintain affiliations with fund companies or broker-dealers.

Our advice is objective, transparent, and aligned solely with our clients' interests. This structure also means we are selective — long-term success requires alignment, and we are comfortable saying no when that alignment isn't present.