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Wealth Management

A Long-Term Partnership
for Coordinated

Financial Decisions.

Wealth management starts with investments. It succeeds through coordination.

Portfolios. Taxes. Major decisions.
Managed as one system — not separately.

See If We're a Good Fit

Advisory Structure

Fee-Only Fiduciary
Our Approach

What Makes Our
Approach Different.

“Most investors don’t realize where wealth is actually lost — it’s rarely a market crash.”

It’s decisions made in isolation: portfolios without tax awareness, tax decisions without portfolio context, and planning that never touches implementation.
Long-term outcomes are shaped less by markets — and more by how decisions are coordinated over time.
Many advisors manage investments and leave taxes to someone else. That means you’re responsible for connecting the dots — telling your advisor what your tax professional said, and telling your tax professional what your advisor did.
Important details get missed. Opportunities get lost. Decisions happen in isolation.

At Canty Wealth Management, we remove that burden.

We coordinate investments, planning, and taxes in one place — so you don’t have to be the intermediary.
What We Deliver

Three Outcomes That
Matter Most Over Time.

Once decisions are coordinated within a single framework, our role is to provide ongoing structure, discipline, and clarity as life evolves and complexity increases.

01

Protect and Grow Capital

We manage diversified, risk-aware portfolios aligned with your goals, time horizon, and tolerance for volatility — using disciplined rebalancing and tax-aware execution.

02

Coordinate Taxes Across Decades

We plan for taxes proactively, optimizing withdrawals, managing gains and losses, and coordinating decisions across taxable and retirement accounts — not just at filing time.

03

Turn Wealth Into Decisions

We translate accumulated assets into a clear strategy for retirement income, major purchases, legacy goals, and life transitions — so decisions are intentional rather than reactive.
Who We Work With

Built for Growing
Complexity.

Our work is most valuable for individuals and families whose financial decisions have become interconnected — and increasingly consequential.

Approaching or entering retirement

Managing multiple investment and retirement accounts

Navigating inheritances, business transitions, or major life changes

Seeking to reduce taxes and risk without sacrificing long-term growth

Minimum Relationship

Designed for Households with $500,000+ in Investable Assets

Our Wealth Management service is designed for those who want a coordinated, long-term advisory relationship — not a transactional one.
See If We’re a Good Fit
Fee-Only · Fiduciary · SEC-Registered
No commissions. No product sales. Our compensation comes solely from client fees — never from third parties.
Our Structure

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.
Fee-Only

No commissions. No product sales. Compensation comes solely from client fees — never from third parties.

Fiduciary

We are legally obligated to act in your best interest at all times — not just when it’s convenient.

Independent

No affiliations with fund companies or broker-dealers. Our advice is never influenced by third-party relationships.

Selective

Long-term success requires alignment. We are comfortable saying no when that alignment isn’t present.

Our Process

What to Expect.

Four steps from first conversation
to ongoing coordinated partnership.

01

Initial Conversation

A complimentary 15-minute call to determine whether our approach aligns with your needs.

02

Strategy & Fit

If there’s mutual alignment, we outline how our services would support your goals and complexity.

03

Implementation

We coordinate asset transfers, portfolio setup, and begin the financial planning process.

04

Ongoing Partnership

We monitor, adjust, and refine your strategy as markets, tax laws, and life evolve.
"
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®President, Canty Wealth Management

FAQ

Frequently Asked
Questions.

Answers to what we hear most often from prospective clients considering a coordinated advisory relationship.

Yes. Canty Wealth Management is an independent, fee-only SEC Registered Investment Advisor and a fiduciary at all times. We do not sell financial products, earn commissions, or receive compensation from third parties. Our advice is structured to remain objective and aligned solely with our clients' best interests.

Portfolios are built around your goals, time horizon, and tolerance for risk. We use globally diversified ETF-based models designed to remain consistent through full market cycles.

Within an established risk profile, we may implement modest, diversified positioning adjustments over time — without changing your overall risk exposure. Discipline comes first. Flexibility exists within structure.

Charles Schwab & Co., Inc. is the custodian of client investment accounts. CFM is independent and unaffiliated with Charles Schwab. Charles Schwab is an SEC-registered broker-dealer and SIPC member.

You will receive monthly statements directly from Charles Schwab and have 24/7 access through Schwab's website and mobile app. We also provide periodic summary reports and performance reviews as part of our ongoing advisory relationship.

We charge a transparent fee based on assets under management. For wealth management clients, this fee covers investment management, financial planning, and tax preparation. We do not earn commissions or receive compensation from product providers.

This structure aligns our incentives with long-term outcomes — not transactions.

Considering a Disciplined Approach

Start with a Short
Conversation.

See whether our investment approach aligns with your situation — no obligation, no pressure.
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Independent, fee-only fiduciary advisors serving families since 1987.
$250M+ AUM  ·  Est. 1987
© 2025 Canty Wealth Management. All rights reserved.
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