CANTY FINANCIAL MANAGEMENT, INC.
SEC RegisteredOne strategy for your entire financial life.
About the firm
Canty Wealth Management is an independent, fee-only fiduciary offering comprehensive wealth management that integrates investment strategy, financial planning, and proactive tax coordination. The firm manages $250M+ in assets and has been serving families since 1987.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (globally diversified portfolios, tax-aware asset location, disciplined rebalancing, behavioral governance), financial planning (retirement, estate, cash flow, multi-scenario modeling, Medicare and benefits optimization, legacy and estate design), and tax planning and preparation (in-house income tax preparation, tax-loss harvesting, Roth conversion analysis, charitable giving strategies).
Who they serve
Individuals and families seeking a long-term advisory relationship, served across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 248 | $22M |
| High Net Worth Individuals | 195 | $216M |
| Charitable Organizations | 30 | $15M |
| State/Municipal Entities | 2 | — |
447 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $1,000,000 | 1.00% |
| Over $1,000,000 | 0.80% |
Data as of January 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CANTY FINANCIAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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